Be advised. This firm is no longer registered.

Investor Solutions

Investor Solutions (CRD# 106532) is a financial advisory firm headquartered in Coconut Grove, FL. They manage $1,048,226,636 in 1,581 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,048
    MILLION
  • Total Number of Accounts
    1,581
    ACCOUNTS
  • Average Account Value
    $663,015
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, FL, GA, IL, LA, NC, NH, NJ, NY, OK, OR, SC, TN, TX, VA

Financial Advisors at Investor Solutions
No Advisor Found.
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