CRD: 288867
Solomon Investments & Financial Planning, LLC
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2017
- Office Locations
- 2
Office Locations
About Solomon Investments & Financial Planning, LLC
Solomon Investments & Financial Planning, LLC is a Georgia-based, retail-focused financial planning and investment management firm. Advisors deliver advisory services through CoreCap Advisors, LLC, with securities transactions through CoreCap Investments, LLC (FINRA/SIPC). The firm builds portfolios primarily using ETFs and also supports retirement, tax, insurance, and estate/legacy planning.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TRENT TYRONE SOLOMON
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #4066186
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JULIAN FRANKLIN HARWELL
Financial Advisor
- CRD
- #239264
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $4,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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