SOLIST FINANCIAL of TAMPA, FL is an SEC-registered investment adviser (CRD 329317). Regulatory assets under management: $130.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Michael Scott Rosenbach | FOUNDER, CEO, AND CCO; MANAGING PARTNER; OWNER | — |
| Jonathan Bouchlas | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| ROSENBACH MICHAEL SCOTT | MANAGING PARTNER | — |
| BOUCHLAS JONATHAN | MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER | — |