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Paul Solli

APERIO GROUP, LLC·SAUSALITO, California
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THREE HARBOR DRIVE, SAUSALITO, CA 94965CRD# 1408980Firm CRD# 111616
01

About

Paul Solli is a registered financial advisor based in SAUSALITO, California, affiliated with APERIO GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
APERIO GROUP, LLC
APERIO GROUP, LLC
AUM
$80.2B
Regulatory assets under management
Employees
170
Total firm employees
View all advisors at APERIO GROUP, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1408980
Firm CRD# 111616
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Solli offer?
Paul Solli specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in SAUSALITO, California for a consultation.
What are Paul Solli's credentials?
Paul Solli is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul Solli located?
Paul Solli is based in SAUSALITO, California, working with APERIO GROUP, LLC. Their office serves clients in the SAUSALITO metropolitan area and surrounding communities.
How does Paul Solli charge for services?
Paul Solli's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is APERIO GROUP, LLC?
APERIO GROUP, LLC has approximately 170 employees and manages $80.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAUSALITO
Garrett Nicholas Paul — SEAFRONT CAPITAL PARTNERS LLCPatrick Geddes — APERIO GROUP, LLCRobert Newman — APERIO GROUP, LLCGuy Arthur Lampard — APERIO GROUP, LLCTamra Ann Stern — MAIN STREET RESEARCH LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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