Solomon Investment Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$6,934,624
Total clients
58
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
58
Average account size
$119,562
About
The firm provides ongoing portfolio management and financial planning to individuals (including high-net-worth clients), pension and profit-sharing plans, and corporations. It documents client situations with Investment Policy Statements and offers discretionary portfolio supervision; the brochure states there is no account minimum and clients receive regular account reports.
Investment decisions are informed by charting, fundamental, and technical analysis, and the firm employs both long- and short-term trading strategies, including the use of margin. Portfolios may include mutual funds, equities, bonds, ETFs, REITs, private placements, and insurance products such as annuities, and the firm withdraws advisory fees directly from client accounts with written authorization.
The brochure discloses prior disciplinary matters tied to a former broker‑dealer and an arbitration involving a partner, and it notes that the firm’s principal is a licensed insurance agent who may receive commissions for insurance products—a potential conflict of interest that the firm discloses and says clients are not required to accept. The firm also reports having used CARES Act relief programs (PPP and EIDL) to support operations and explicitly notes it no longer maintains a website.
Client services
Portfolio management
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Annuities
Fee options
$0 - $250,000: 3.00% $250,001 - $500,000: 2.50% $500,001 - $1,000,000: 2.00% $1,000,001+: 1.50%
SIG is entitled to receive commissions and other compensation from insurance products and private placements but does not act as a broker/dealer.
$200 per hour for financial planning services, negotiable
Main office location
Solomon Investment Group, Inc.
Keansburg NJ, United States
Number of offices
1
Most active in
Solomon Investment Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Delaware · New Jersey · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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