Investment adviser · CRD 141007
FINANCIAL SOLUTIONS GROUP LLC
Investment adviser filing (IA)
LONG BEACH, CA, United States · Form ADV filed Nov 16, 2011
- Regulatory AUM
- $38.5M Form ADV · Item 5.F
- Client accounts
- 165 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Nov 16, 2011. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets
Principal office
6700 E PACIFIC COAST HIGHWAY, SUITE 291LONG BEACH, CA, 90803, United States
CRD 141007
Filing source
Form ADV 591145 · Nov 16, 2011 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.