Business Description

Solebury Investment Group, LLC. (SIg) is a wealth management firm offering a diverse array of products and services for the high net worth individual, business owner, or Foundation. We provide superior products and services to assist our clients in reaching their financial goals, and have the ability to quickly adjust to market trends and our clients' individual needs.

Headquartered in Buckingham, Pennsylvania, SIg's management team continues to strive for excellence. Our broad reach of ever-expanding offices and affiliates enables us to provide exceptional quality of investment services.

General Information

Gender:

Male

CRD#:

2537103

Years of Experience in Financial Services:

Services

Investment Types:

Stocks Mutual Funds, Bond Mutual Funds, Bonds, Stocks, Annuities, Alternative Investments, International Investments, Options

Qualifications & Memberships

Certifications, Accreditations & Designations:

Registered Investment Advisor (RIA) (State or SEC) or RIA representative, Series 63, Insurance License (Life & Health; Long Term Care; Specify below), Series 65, Series 7

Firm Information

Number of Advisors in Office:

Up to 10 employees

Assets Managed by Firm:

Yes

Compensation & Fees

Fee % Based on Assets:

1ï14051622

Hourly Rate:

$175

Additional Details on Charges:

<$100,000 = 1.75ï$100,001 - $500,000 = 1.50ï$500,001 - $1,000,000 = 1.25ï$1,000,001 1ï1405162267=5

Prepared By:

Michael Scavullo

Most Recent Update: