FINANCIAL SOLUTIONS

FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 131632). Regulatory assets under management: $32.4M.

Registration

• CRD: 131632
• Type: Registered investment adviser
• Phone: 415-388-3975
• Latest filing: 2026-01-20
• Regulatory AUM: $32.4M
• Discretionary AUM: $32.4M
• Clients: 1
• Accounts: 53

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search