Soloway Fiduciaries

Finance · California, United States · 1-10 Employees

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Overview

Headquarters

3559 Mt Diablo Blvd Unit 100 PMB 4, Lafa...

Phone Number

(925) 283-0389

Revenue

<$5 Million

Industry

Finance Business Services Securities Trading Accounting for Legal Practices
ZI Rank: 1
Signal Type
Feb
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Jul
ZI Rank
2
1
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About Soloway Fiduciaries

Soloway Fiduciaries, Inc. provides fiduciary services primarily for the aging and disabled population, focusing on protecting their valuable assets. The company is known for its community-based approach and has built a strong reputation for trust and personalized service. Currently, they are not accepting new clients until May 2026, prioritizing the needs of existing clients during the busy tax season. Their services include managing legacies, special needs trusts, and asset distribution according to clients' final wishes.Explore more
Soloway Fiduciaries's Social MediaPopular SearchesSoloway Fiduciaries IncSIC Code 60,609NAICS Code 52,523Show more

Soloway Fiduciaries Org Chart

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Senior Case Administrator

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MS
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Fiduciary and Business Consultant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Soloway Fiduciaries

<$5M
1-10
Private
-
2007
SJ
Stacey JarosSenior Case Administrator
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
11-50
Private
<$5M
1983
<$5M
1-10
Private
-
-
TT
Thomas ThorpeCalifornia Licensed Fiduciary Professional
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Soloway Fiduciaries is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Soloway Fiduciaries is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Soloway Fiduciaries.

Soloway Fiduciaries Tech Stack

A closer look at the technologies used by Soloway Fiduciaries

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Frequently Asked Questions Regarding Soloway Fiduciaries

What is Soloway Fiduciaries's official website?
Soloway Fiduciaries's official website is www.solowayfiduciaries.com
What is Soloway Fiduciaries's Revenue?
Soloway Fiduciaries's revenue is <$5 Million
What is Soloway Fiduciaries's SIC code?
Soloway Fiduciaries's SIC: 60,609
What is Soloway Fiduciaries's NAICS code?
Soloway Fiduciaries's NAICS: 52,523
How many employees does Soloway Fiduciaries have?
Soloway Fiduciaries has 1-10 employees
What industry does Soloway Fiduciaries belong to?
Soloway Fiduciaries is in the industry of: Finance, Business Services, Securities Trading
What is Soloway Fiduciaries competition?
Soloway Fiduciaries top competitors include: Family Office Services, Inlet Private Wealth, Rice , Heard & Bigelow, Fountainhead Wealth
What technology does Soloway Fiduciaries use?
Some of the popular technologies that Soloway Fiduciaries uses are: Microsoft IIS, Squarespace Online Stores, Google Workspace, Gmail
How do I contact Soloway Fiduciaries?
Soloway Fiduciaries contact info: Phone number: (925) 283-0389 Website: www.solowayfiduciaries.com
What does Soloway Fiduciaries do?

Soloway Fiduciaries, Inc. provides fiduciary services primarily for the aging and disabled population, focusing on protecting their valuable assets. The company is known for its community-based approach and has built a strong reputation for trust and personalized service. Currently, they are not accepting new clients until May 2026, prioritizing th... e needs of existing clients during the busy tax season. Their services include managing legacies, special needs trusts, and asset distribution according to clients' final wishes.Read More

What are Soloway Fiduciaries social media links?
Soloway Fiduciaries Linkedin page
Is Soloway Fiduciaries a public company?
Soloway Fiduciaries is private company therefore does not currently have an official ticker symbol
See more information about Soloway Fiduciaries

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