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Solitude Financial Services, Inc.

● SEC registered since 2019CRD 150348SEC# 801-117235Charlottesville, VA
Export (members)
Reg. AUM
$284M
Employees
7
Accounts
668
Location
Charlottesville, VA

Solitude Financial Services, Inc. assets under management

Solitude Financial Services, Inc. is an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2019. It reports $284 million in regulatory assets under management and employs 7 people.
www.solitudefinancial.comView on SEC.gov ↗

Solitude Financial Services, Inc. owners & executives

6 reported
NameTitleOwnershipSince
Andrew J St. JeanWealth AdvisorUnder 5%2024
Ashley Jonathon Vice ControlWealth Advisor5-10%2021
Gene Michael Kowalski ControlPrincipal, Wealth AdvisorOver 75%2009
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Frequently asked questions

How much does Solitude Financial Services, Inc. manage?

Solitude Financial Services, Inc. reports $284 million in regulatory assets under management on its Form ADV.

How many employees does Solitude Financial Services, Inc. have?

Solitude Financial Services, Inc. reports 7 employees.

Where is Solitude Financial Services, Inc. located?

Solitude Financial Services, Inc. is based in Charlottesville, VA and has been SEC-registered since 2019.

Does Solitude Financial Services, Inc. disclose fund performance?

Solitude Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address236 East High Street, Charlottesville, VA 22902
Phone(434) 218-2201
Fax(434) 284-7131
Office hours9:00 a.m. - 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$282.6M
Non-discretionary$1.4M
Total (RAUM)$284M