Solaris Asset Management

Solaris Asset Management (CRD# 129650) is a financial advisory firm headquartered in New York, NY. They manage $257,498,156 in 55 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    257
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $4,681,785
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
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.

CA, CT, FL, IL, MA, NH, NY, PA, TX, VA

Financial Advisors at Solaris Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
James P. Jeffery
CRD#: 502820
645 Madison Avenue, New York, NY 10022
96
Wealthminder
score

James Jeffery (CRD# 502820) is an Investment Advisor Representative working at Solaris Asset Management in New York, NY and has over 37 years of experience in the finance industry.

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