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Solari Financial Planning
SOLARI FINANCIAL PLANNING, LLC is a state-registered investment adviser in BEDFORD, NH. The firm manages approximately $21 million in regulatory assets.
Overview
SOLARI FINANCIAL PLANNING, LLC is a state-registered investment adviser in BEDFORD, NH. The firm manages approximately $21 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Sector focus
Frequently asked questions
Does Solari Financial Planning manage assets for institutions or individuals?
Public filings and the firm's name suggest Solari Financial Planning primarily serves individuals and families seeking financial planning. Institutional clientele have not been identified. The firm's AUM is undisclosed, so the scale of its client base is unknown.
What investment strategies does Solari Financial Planning employ?
Without public disclosure, the specific investment strategies of Solari Financial Planning are not known. Typical RIAs use diversified portfolios across public equities, fixed income, and cash. The firm has not published its asset allocation or any direct investment approach.
Is Solari Financial Planning or state regulators?
Solari Financial Planning is registered as an investment advisor with applicable state securities regulators, as is typical for an RIA. Specific registration details, including the ADV filing, are not cited here but are a matter of public record.
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