S
$6.9M Total AUM
$6.9M Disc. AUM
-- 3Y CAGR
1 Employees
58 ADV. Clients
19 yrs Firm Age
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- Custodian
- First Clearing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-24-2007
- Office Locations
- 1
Office Locations
-- Keansburg NJ
About Solomon Investment Group, Inc.
Solomon Investment Group, Inc. is a Keansburg-based RIA. The firm has been operating for 19 years. Managing $6.9M in total assets under management, with 1 advisory representatives. They custody assets with First Clearing.
Team overview
-- AVG AGE
$6.9M AVG AUM / ADVISOR
$119.6K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALICE JEAN SOLOMON
Chief Compliance Officer, President, Vice President
- CRD
- #1789872
- 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 | $6,934,624 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,934,624 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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