Where are Solera Asset Managers, Llc's Headquarters?

Solera Asset Managers, Llc's Headquarters are in 1504 Eureka Road Suite 390,Roseville,California,United States

What is Solera Asset Managers, Llc's phone number?

Solera Asset Managers, Llc's phone number is +1 916-672-9600

What is Solera Asset Managers, Llc's official website?

Solera Asset Managers, Llc's official website is https://www.soleraam.com

What is Solera Asset Managers, Llc's Revenue?

Solera Asset Managers, Llc's revenue is $0 - 1M

What is Solera Asset Managers, Llc's NAICS code?

Solera Asset Managers, Llc's NAICS code is 523920

How many employees are working in Solera Asset Managers, Llc

Solera Asset Managers, Llc has 5 employees

What is Solera Asset Managers, Llc's Industry?

Solera Asset Managers, Llc is in the industry of Financial Services

Who is Solera Asset Managers, Llc's Wealth Manager?

Solera Asset Managers, Llc's Wealth Manager is Slava

Solera Asset Managers, Llc

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Description

Solera Asset Managers provide clients with an alternate to traditional portfolio management. As a full service financial advisory firm, we provide a fresh perspective to asset management. This approach may help clients protect against catastrophic loss and yet still grow their portfolio by utilizing a diversified* strategy of risk allocation. Solera employs a multitude of strategies, products, and services to help achieve each client objective.At Solera, we recognize that each client is unique. The individuals we serve understand the benefits of a thoughtfully conceived, carefully managed portfolio based on their specific needs. We often include untraditional assets and we use traditional assets in uncommon ways to grow portfolios and minimize losses. Combining expertise, resource, and personalized service we provide a productive relationship that seeks to create a high value for clients.*Diversification does not protect against loss, nor ensures profitability.Securities and advisory services offered through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA/SIPC. Solera Asset Managers and IFG are unaffiliated entities. Insurance Licensed in CA Lic. #0C89068. Securities licensed in: CA, OR, and WY.The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.
Headquarters:1504 Eureka Road Suite 390, Roseville, California, United States
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Phone Number: +1 916-672-9600
Website: https://www.soleraam.com
Employees:5
Revenue:$0 - 1M
Legal Name:Solera Asset Managers, Llc
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| NAICS Code: 523920 |
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Wealth Manager for Solera Asset Managers, Llc

Slava

Wealth Manager

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