A complete list of active advisors currently associated with Solomon API LLC

Warmer can help you find a great advisor at Solomon API LLC or one who fits your needs even better.

Solomon API serves individual and high‑net‑worth clients, offering financial planning, individualized portfolio management on both discretionary and non‑discretionary bases, and participant account management via a third‑party platform. The firm manages accounts that may include bonds, equities, ETFs, REITs, limited options strategies and leveraged ETFs, and provides written financial plans and implementation recommendations when requested. The firm’s stated investment approach emphasizes principles of value, safety and quality, with a heavy emphasis on risk control and loss avoidance to preserve upside potential in equities. Solomon API uses fundamental and technical analysis supported by third‑party research, software tools and market data, and it conducts account reviews at least annually while participating in an institutional custody/execution program. Distinctive features include operating five offices while maintaining three registered advisors and managing roughly $173 million for about 613 clients, resulting in a notably high client‑to‑advisor ratio. The brochure also discloses that some associates act as independent insurance agents and that the managing members have affiliations with another advisory firm, both of which are identified as potential conflicts of interest and addressed through disclosure and client choice.

To learn more about the advisors currently working at Solomon API LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.