SOLITUDE FINANCIAL SERVICES, INC.
Charlottesville, Virginia
Solitude Financial Services, Inc., a small investment advisory firm based out of Charlottesville, VA, caters to high net worth individuals seeking expert guidance for their financial goals. With over 40 individual clients and a staggering $187,741,000 in assets under management, Solitude Financial Services has established itself as a trusted partner in wealth management. The firm operates from two offices, providing personalized services to clients across the region. While 401K and individual accounts make up less than 30% of their assets under management, Solitude Financial Services also possesses the capability to manage employ...
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Assets Under Mgmt

$187.74M

Investment Professionals

4

Locations

1

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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