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Gene Michael Kowalski

SOLITUDE FINANCIAL SERVICES, INC.·CHARLOTTESVILLE, Virginia
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236 EAST HIGH STREET, CHARLOTTESVILLE, VA 22902CRD# 5665299Firm CRD# 150348
01

About

Gene Michael Kowalski is a registered financial advisor based in CHARLOTTESVILLE, Virginia, affiliated with SOLITUDE FINANCIAL SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SOLITUDE FINANCIAL SERVICES, INC.
SOLITUDE FINANCIAL SERVICES, INC.
AUM
$233M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SOLITUDE FINANCIAL SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Other: SEMINAR BASED ADVICE AND INSTRUCTION
Regulatory
SEC/IARD CRD# 5665299
Firm CRD# 150348
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Gene Michael Kowalski offer?
Gene Michael Kowalski specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTESVILLE, Virginia for a consultation.
What are Gene Michael Kowalski's credentials?
Gene Michael Kowalski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gene Michael Kowalski located?
Gene Michael Kowalski is based in CHARLOTTESVILLE, Virginia, working with SOLITUDE FINANCIAL SERVICES, INC.. Their office serves clients in the CHARLOTTESVILLE metropolitan area and surrounding communities.
How does Gene Michael Kowalski charge for services?
Gene Michael Kowalski's firm is compensated through percentage of aum, hourly charges, other: seminar based advice and instruction. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOLITUDE FINANCIAL SERVICES, INC.?
SOLITUDE FINANCIAL SERVICES, INC. has approximately 6 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Virginia
RICHMOND (555)ARLINGTON (226)MCLEAN (211)ALEXANDRIA (149)RESTON (142)
City Guides
RICHMOND GuideARLINGTON GuideMCLEAN GuideALEXANDRIA GuideRESTON Guide
Research
Advisor Fees in VirginiaNational Fee Analysis
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