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).
Total Assets Under Management257MILLION
Total Number of Accounts55ACCOUNTS
Average Account Value$4,681,785
- A percentage of assets under your management
- Performance-based fees
- 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)
CA, CT, FL, IL, MA, NH, NY, PA, TX, VA
James Jeffery (CRD# 502820) is an Investment Advisor Representative working at Solaris Asset Management in New York, NY and has over 38 years of experience in the finance industry.