Solomon And Associates LLC
Solomon And Associates LLC (CRD# 311975) is a financial advisory firm headquartered in Redmond, OR. They manage $13,143,495 in 35 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management13MILLION
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$375,528
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR
Financial Advisors at Solomon And Associates LLC
1
Eric Henrickson (CRD# 2654413) is an Investment Advisor Representative working at Solomon And Associates LLC in Redmond, OR and has over 28 years of experience in the finance industry.
2
Rafay Khalid (CRD# 4384831) is an Investment Advisor Representative working at Solomon And Associates LLC in Redmond, OR and has over 20 years of experience in the finance industry.
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