SOLITUDE FINANCIAL SERVICES, INC.

236 East High Street
Charlottesville, Virginia 22902
Tel: (434) 218-2201

About SOLITUDE FINANCIAL SERVICES, INC.

SOLITUDE FINANCIAL SERVICES, INC, formally registered with the SEC as SOLITUDE FINANCIAL SERVICES, INC. The firm was established in 08/23/2019. They have over 1 offices throughout the country.

SOLITUDE FINANCIAL SERVICES, INC. is a Charlottesville, Virginia based Financial Planning firm with nearly $283,963,291 assets under management, offering retirement planning & investment advisory services to 668 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150348
SEC#	801-117235
Assets Managed by Firm	$283,963,291
No. of Clients	668
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	668	$283,963,291
Individuals (other than high net worth individuals)	38	$10,817,434
High net worth individuals	108	$273,145,857

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