Soldan Corp. is a related adviser based in Boca Raton. It manages $27.83 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.
Soldan Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Soldan Corp. is $27.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Soldan Corp. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Martin Polen has been acting as President since 1 Dec 1991. Daniel Adam Davidowitz joined the executive team most recently as the Portfolio Manager.
The principal office where Soldan Corp. performs its advisory services is located at 2700 N. Military Trail, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-241-2425 or by fax 561-241-2710. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.