F
$32.4M Total AUM
$32.4M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
22 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-13-2004
- Office Locations
- 1
Office Locations
-- Mill Valley CA
About Financial Solutions
Financial Solutions is a Mill Valley-based RIA. The firm has been operating for 22 years. Managing $32.4M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$32.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
M
MICHAEL DORN BOULTON
Owner
- CRD
- #4801238
- Ownership
- 75% or more
Available
Available
Available
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No contact records available.
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,408,103 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,408,103 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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