Financialmd, LLC

Financialmd, LLC (CRD# 306947) is a financial advisory firm headquartered in Holt, MI. They manage $20,000,000 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2840 Shadow Wood Dr., Holt, MI 48842
https://www.facebook.com/financialmd/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $89,286
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Financialmd, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jon Solitro, financial advisor Holt MI
Jon P. Solitro
CRD#: 6258138
2840 Shadow Wood Dr., Holt, MI 48842

Jon Solitro (CRD# 6258138) is an Investment Advisor Representative working at Financialmd, LLC in Holt, MI and has over 10 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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