SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC of MACON, GA is an SEC-registered investment adviser (CRD 288867). Regulatory assets under management: $4.0M.

Registration

• CRD: 288867
• Type: Registered investment adviser
• Location: 1207 CLAIRMONT PLACE, MACON, GA, 31204
• Phone: 478-477-7643
• Latest filing: 2025-05-30
• Regulatory AUM: $4.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 75

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288867 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search