Investor Solutions

Trust Score 95%
Trust Score info_outline

Last updated: August 21st, 2019. Data source: SEC filings.


Investor Solutions, federally registered in 1994, is a Registered Investment Advisor (RIA) in 16 state(s) with a licensed staff of 7 advisors. Investor Solutions manages $816.9 million and provides investment advisory services for 491 clients (1:71 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $1,663,758
Hybrid Advisor No
Disciplinary History No
Total AUM $816.9 million
Advisor / Client Ratio 1:71
Headquarters Coconut Grove, FL
SEC Filings Forms and Brochures    (CRD # 106532)
State(s) Registered AZ, CA, FL, GA, IL, LA, NH, NJ, NY, NC, OK, OR, SC, TN, TX, VA

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