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SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC
CRD 288867
1207 CLAIRMONT PLACE, MACON, GA, 31204, United States
Phone
478-477-7643
Fax
478-477-7643
Registration
— (—)
Source
State registered
Total AUM
$4.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-05-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $4.0M |
Official SEC filing: View on IAPD