$1.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
7 yrs Firm Age
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- Custodian
- Altruist · Lincoln Financial · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2019
- Office Locations
- 1
Office Locations
100 South Commons Suite 102 Pittsburgh PA
About Solid OAK Advisory
Solid Oak Advisory is a Pittsburgh-based RIA focused on helping individuals build financial plans and tackle student loan debt. The firm provides financial planning, portfolio construction, retirement, tax, and estate planning, with insurance and investment planning support. Client portfolios are implemented primarily with ETFs, custodied through Altruist.
Team overview
-- AVG AGE
$1.8M AVG AUM / ADVISOR
$230.0K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
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Available
Available
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Accredited Investors
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
MICHAEL JOSEPH MASILUNAS
Chief Compliance Officer, Owner
- CRD
- #4958234
- 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 | $1,840,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,840,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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