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SOLVE CONSULTING GROUP, LLC
CRD 319465
127 WEST BERRY STREET, SUITE 333, FORT WAYNE, IN, 46802, United States
Phone
260-418-9150
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$54.4M
Discretionary AUM
$46.5M
Team
2 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $8.2M |
| High net worth individuals | 17 | $46.3M |
All web addresses on file
Official SEC filing: View on IAPD