S
$9.8M Total AUM
$6.8M Disc. AUM
-- 3Y CAGR
1 Employees
38 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-25-2024
- Office Locations
- 1
Office Locations
2665 S Bayshore DR Suite 220/94 Miami FL
About SOL Financial
SOL Financial is a Miami-based RIA. The firm has been operating for 1 years. Managing $9.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
26 AVG AGE
$9.8M AVG AUM / ADVISOR
$256.9K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
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Available
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
A
Anthony Al Nasser
Chief Compliance Officer, Managing Member
- CRD
- #6547956
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,781,446 | -- |
| Non-Discretionary | $2,979,056 | -- |
| Total | $9,760,502 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Private Funds:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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