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Steven A Van Solkema

WBI INVESTMENTS, LLC·RED BANK, New Jersey
Unclaimed Profile
ONE RIVER CENTRE - 331 NEWMAN SPRINGS ROAD, RED BANK, NJ 07701CRD# 3144017Firm CRD# 106336
01

About

Steven A Van Solkema is a registered financial advisor based in RED BANK, New Jersey, affiliated with WBI INVESTMENTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Nonprofits & Foundations
03

Firm Overview

Firm
WBI INVESTMENTS, LLC
WBI INVESTMENTS, LLC
AUM
$527M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at WBI INVESTMENTS, LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Security ratings or pricing services
Market timing services
Other advisory services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3144017
Firm CRD# 106336
4 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steven A Van Solkema offer?
Steven A Van Solkema specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in RED BANK, New Jersey for a consultation.
What are Steven A Van Solkema's credentials?
Steven A Van Solkema is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven A Van Solkema located?
Steven A Van Solkema is based in RED BANK, New Jersey, working with WBI INVESTMENTS, LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.
How does Steven A Van Solkema charge for services?
Steven A Van Solkema'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 WBI INVESTMENTS, LLC?
WBI INVESTMENTS, LLC has approximately 19 employees and manages $527M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in RED BANK
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Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)MORRISTOWN (119)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideMORRISTOWN Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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