Solara Investment Advisors LLC (Escalon)

Solara Investment Advisors LLC is an adviser based in Escalon. It manages $250 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of California.

Solara Investment Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Solara Investment Advisors: assets under management

The assets under management (AUM) of Solara Investment Advisors LLC is $250 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $250 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 85% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 15% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Solara Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Solara Investment Advisors serves?

The only and largest group of clients of Solara Investment Advisors is individuals with 1 clients and $250 thousand of assets under management. Among the 2 most similar advisory firms, Solara Investment Advisors has the highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $250 thousand for 1 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Solara Investment Advisors doesn't advise any private funds.

Careers at Solara Investment Advisors LLC

The company employs 1 person that is either a part- or full-time employee. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Marciano Jimenez	Chief executive officer and chief compliance officer	1 Mar 2014	75% - 100%	2279152

Based in Escalon

The principal office where Solara Investment Advisors LLC performs its advisory services is located at 426 California Street, Escalon, CA 95320, 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 209 244-4478 or by fax 209 838-7299. The normal business hours are 8 am to 5 pm on Monday - Friday.