Unclaimed Profile

Guillermo Schultz

SOL CAPITAL MANAGEMENT CO·ROCKVILLE, Maryland

Clean record35 years registeredSOL CAPITAL MANAGEMENT CO

111 ROCKVILLE PIKE, ROCKVILLE, MD 20850CRD# 2324672Firm CRD# 110226

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Guillermo Schultz · ROCKVILLE, MD

Registration

CRD #2324672 · SOL CAPITAL MANAGEMENT CO · 35 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SOL CAPITAL MANAGEMENT CO

SOL CAPITAL MANAGEMENT CO

Jan 1991 – Dec 2022

ROCKVILLE, MD

Registrations & Exams

Registration record

First registered · January 1, 1991

Years registered · 35

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SOL CAPITAL MANAGEMENT CO

CRD 110226 · SEC 801-29829

AUM

$2.7B

Regulatory assets under management

Employees

1,103 client accounts

Services offered by SOL CAPITAL MANAGEMENT CO

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at SOL CAPITAL MANAGEMENT CO →

Introduction

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Frequently Asked Questions

What services does Guillermo Schultz offer?

Guillermo Schultz specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Guillermo Schultz's credentials?

Guillermo Schultz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Guillermo Schultz located?

Guillermo Schultz is based in ROCKVILLE, Maryland, last registered with SOL CAPITAL MANAGEMENT CO.

How does Guillermo Schultz charge for services?

Guillermo Schultz's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SOL CAPITAL MANAGEMENT CO?

SOL CAPITAL MANAGEMENT CO has approximately 28 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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