Be advised. This firm is no longer registered.

Soledad Investment Management, LLC

Soledad Investment Management, LLC (CRD# 145975) is a financial advisory firm headquartered in San Diego, CA. They manage $2,530,000 in 6 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
12555 High Bluff Drive, Ste 180, San Diego, CA 92130
http://www.soledadinvestment.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $421,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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, TX

Financial Advisors at Soledad Investment Management, LLC
No Advisor Found.

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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