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Rufus Theodore Williams

SOLANO WEALTH MANAGEMENT, INC.·FAIRFIELD, California
Clean recordSOLANO WEALTH MANAGEMENT, INC.
1300 OLIVER ROAD, FAIRFIELD, CA 94534CRD# 2431770Firm CRD# 168720

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rufus Theodore Williams · FAIRFIELD, CA
Registration
CRD #2431770 · SOLANO WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rufus Theodore Williams is a registered financial advisor based in FAIRFIELD, California, affiliated with SOLANO WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SOLANO WEALTH MANAGEMENT, INC.
SOLANO WEALTH MANAGEMENT, INC.
AUM
$322M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at SOLANO WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2431770
Firm CRD# 168720
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rufus Theodore Williams offer?
Rufus Theodore Williams specializes in Investment Management. Contact their office in FAIRFIELD, California for a consultation.
What are Rufus Theodore Williams's credentials?
Rufus Theodore Williams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rufus Theodore Williams located?
Rufus Theodore Williams is based in FAIRFIELD, California, working with SOLANO WEALTH MANAGEMENT, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Rufus Theodore Williams charge for services?
Rufus Theodore Williams's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLANO WEALTH MANAGEMENT, INC.?
SOLANO WEALTH MANAGEMENT, INC. has approximately 8 employees and manages $322M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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