Solyco Wealth LLC

Solyco Wealth LLC (CRD# 314981) is a financial advisory firm headquartered in Rochester, MI. They manage $38,118,278 in 43 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
400 Water Street, Suite 203, Rochester, MI 48307
https://www.linkedin.com/in/solycowealth/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    43
    ACCOUNTS
  • Average Account Value
    $886,472
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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.

CA, FL, LA, MI, TX

Financial Advisors at Solyco Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Curtis Trimble, financial advisor Rochester MI
Curtis R. Trimble
CRD#: 4193565
400 Water Street, Suite 203, Rochester, MI 48307

Curtis Trimble (CRD# 4193565) is an Investment Advisor Representative working at Solyco Wealth LLC in Rochester, MI and has over 23 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.

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