Solitude Financial Services, Inc.

Solitude Financial Services, Inc. (CRD# 150348) is a financial advisory firm headquartered in Charlottesville, VA. They manage $233,068,174 in 593 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
236 East High Street, Charlottesville, VA 22902
http://www.solitudefinancial.com/
By the Numbers
  • Total Assets Under Management
    233
    MILLION
  • Total Number of Accounts
    593
    ACCOUNTS
  • Average Account Value
    $393,032
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • 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.

CO, FL, MD, PA, TX, VA, WA

Financial Advisors at Solitude Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jacob Fleming, financial advisor Charlottesville VA
Jacob L. Fleming
CRD#: 6470155
236 East High Street, Charlottesville, VA 22902

Jacob Fleming (CRD# 6470155) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Charlottesville, VA and has over 8 years of experience in the finance industry.

2
Gene Kowalski, financial advisor Charlottesville VA
Gene M. Kowalski
CRD#: 5665299
236 East High Street, Charlottesville, VA 22902

Gene Kowalski (CRD# 5665299) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Charlottesville, VA and has over 14 years of experience in the finance industry.

3
Ashley Vice, financial advisor Charlottesville VA
Ashley J. Vice
CRD#: 5024371
236 East High Street, Charlottesville, VA 22902

Ashley Vice (CRD# 5024371) is an Investment Advisor Representative working at Solitude Financial Services, Inc. in Charlottesville, VA and has over 18 years of experience in the finance industry.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals