S
$19.3M Total AUM
$19.3M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-07-2012
- Office Locations
- 1
Office Locations
-- Cincinnati OH
About Solido Financial LLC
Solido Financial LLC is a Cincinnati-based RIA. The firm has been operating for 13 years. Managing $19.3M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank.
Team overview
43 AVG AGE
$19.3M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
13.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Owner & Executives
D
Daniel G Armstrong
Managing Member - Cco, President
- CRD
- #4279963
- 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 | $19,260,464 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,260,464 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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