WELTY/SOLARI CAPITAL ADVISORS LLC
CRD #140961 SEC #801-67015 LAFAYETTE, CA 925-283-2448
SEC Registered
Total AUM
$42M
Discretionary
$42M
Employees
5
Clients
--
Accounts
11
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2007 | $26M | $26M | $0 | 5 | -- |
| Mar 2007 | $42M | $42M | $0 | 5 | -- |
DateSep 2007
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees5
Clients--