Solomon Group Financial Services, LLC

Solomon Group Financial Services, LLC (CRD# 166519) is a financial advisory firm headquartered in Austin, TX. They manage $7,000,000 in 265 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    265
    ACCOUNTS
  • Average Account Value
    $26,415
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

TX

Financial Advisors at Solomon Group Financial Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Richard J. Cordle
CRD#: 4493784
5815 West William Cannon Dr, Suite 103, Austin, TX 78749
93
Wealthminder
score

Richard Cordle (CRD# 4493784) is an Investment Advisor Representative working at Solomon Group Financial Services, LLC in Austin, TX and has over 16 years of experience in the finance industry.

2
Cash E. Matthews
CRD#: 1732507
5815 West William Cannon Dr, Suite 103, Austin, TX 78749
93
Wealthminder
score

Cash Matthews (CRD# 1732507) is an Investment Advisor Representative working at Solomon Group Financial Services, LLC in Austin, TX and has over 30 years of experience in the finance industry.

3
Benton J. Randle
CRD#: 5809118
5815 West William Cannon Dr, Suite 103, Austin, TX 78749
90
Wealthminder
score

Benton Randle (CRD# 5809118) is an Investment Advisor Representative working at Solomon Group Financial Services, LLC in Austin, TX and has over 4 years of experience in the finance industry.

4
Marc A. Carlson
CRD#: 6716516
5815 West William Cannon Dr, Suite 103, Austin, TX 78749
88
Wealthminder
score

Marc Carlson (CRD# 6716516) is an Investment Advisor Representative working at Solomon Group Financial Services, LLC in Austin, TX and has 1 year of experience in the finance industry.

5
David J. Temple
CRD#: 5773116
5815 West William Cannon Dr, Suite 103, Austin, TX 78749
81
Wealthminder
score

David Temple (CRD# 5773116) is an Investment Advisor Representative working at Solomon Group Financial Services, LLC in Austin, TX and has over 5 years of experience in the finance industry.

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