Solitude Financial Services, Inc.
● SEC registered since 2019CRD 150348SEC# 801-117235Charlottesville, VA
Reg. AUM
$363.5M
Employees
8
Accounts
787
Location
Charlottesville, VA
Solitude Financial Services, Inc. assets under management
Solitude Financial Services, Inc. is an SEC-registered investment adviser based in Charlottesville, VA. The firm has been registered since 2019. It reports $363.5 million in regulatory assets under management and employs 8 people.
Solitude Financial Services, Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew J St. Jean | Wealth Advisor | Under 5% | 2024 |
| Ashley Jonathon Vice Control | Wealth Advisor | 5-10% | 2021 |
| Gene Michael Kowalski Control | Principal, Wealth Advisor | Over 75% | 2009 |
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Join to unlock · $37/moFrequently asked questions
How much does Solitude Financial Services, Inc. manage?
Solitude Financial Services, Inc. reports $363.5 million in regulatory assets under management on its Form ADV.
How many employees does Solitude Financial Services, Inc. have?
Solitude Financial Services, Inc. reports 8 employees.
Where is Solitude Financial Services, Inc. located?
Solitude Financial Services, Inc. is based in Charlottesville, VA and has been SEC-registered since 2019.
Does Solitude Financial Services, Inc. disclose fund performance?
Solitude Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 236 East High Street, Charlottesville, VA 22902 |
| Phone | (434) 218-2201 |
| Fax | (434) 284-7131 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$363.5M▲ 28%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 57%
Larger than 43% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$363.5Mregulatory AUM
Discretionary $362.7MNon-discretionary $860K