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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WELTY, RICHARD, STEPHEN | I | PRINCIPAL, PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SOLARI, GREGORY, GEORGE | I | PRINCIPAL, CEO | D | Control |
| WELTY, RICHARD, STEPHEN | I | PRINCIPAL, PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 30, 2007 REGISTERED
Notice Filings (2)
CA CO
Address
3650 MT. DIABLO BOULEVARDSUITE 103
LAFAYETTE, CA 94549-3768
USA
Phone: 925-283-2448