Financial Solutions

Financial Solutions (CRD# 131632) is a financial advisory firm headquartered in , . They manage $27,741,565 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $533,492
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Michael Boulton, financial advisor Mill Valley CA
Michael D. Boulton
CRD#: 4801238
Mill Valley, CA

Michael Boulton (CRD# 4801238) is an Investment Advisor Representative working at Financial Solutions in Mill Valley, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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