Solitude Financial Services, Inc.

Solitude Financial Services, Inc. (CRD# 150348) is a financial advisory firm headquartered in Palmyra, VA. They manage $50,582,840 in 610 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    610
    ACCOUNTS
  • Average Account Value
    $82,923
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

FL, TX, VA

Financial Advisors at Solitude Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Gene M. Kowalski
CRD#: 5665299
Palmyra, VA
93
Wealthminder
score

Gene Kowalski (CRD# 5665299) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Palmyra, VA and has over 7 years of experience in the finance industry.

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