SOL Capital Management
Finance · Maryland, United States · 11-50 Employees
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Overview
Headquarters
111 Rockville Pike Ste 750, Rockville, M...Phone Number
(301) 881-3727Website
www.sol-capital.comRevenue
$5.9 MillionIndustry
ZI Rank: 2
Signal Type
Dec
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ZI Rank
2
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2
About SOL Capital Management
SOL Capital Management, now merged with Cerity Partners, offers a comprehensive range of financial services including wealth management, investment solutions, estate planning, and tax preparation. Their target clients include individuals, families, corporations, and nonprofit organizations, providing tailored financial advice and oversight. The firm emphasizes personalized service through their Concierge Program, which matches clients with suitable financial advisors. With locations across multiple states, they aim to address complex financial situations for a diverse clientele.Explore more
SOL Capital Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
2014
AR
Austin RoncancioChief Client Officer (Cco) & Portfolio Manager & Managing Director, Equity Research
Company Profile Activity
Activity Insights
SOL Capital Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
SOL Capital Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SOL Capital Management.
SOL Capital Management Tech Stack
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Frequently Asked Questions Regarding SOL Capital Management
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SOL Capital Management, now merged with Cerity Partners, offers a comprehensive range of financial services including wealth management, investment solutions, estate planning, and tax preparation. Their target clients include individuals, families, corporations, and nonprofit organizations, providing tailored financial advice and oversight. The fir... Read More
