S
$11.1M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
2 Employees
14 ADV. Clients
4 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-09-2021
- Office Locations
- 1
Office Locations
-- Irvine CA
About Solomon AND Associates LLC
Solomon AND Associates LLC is a Irvine-based RIA. The firm has been operating for 4 years. Managing $11.1M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$5.5M AVG AUM / ADVISOR
$789.3K AVG AUM / CLIENT
4.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RAFAY Z KHALID
Financial Advisor
- CRD
- #4384831
- Ownership
- 50% but less than 75%
Available
Available
Available
E
ERIC DANA HENRICKSON
Chief Compliance Officer
- CRD
- #2654413
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,050,536 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,050,536 | -- |
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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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