Solomon Hess LLC (Arlington)

Name: Solomon Hess LLC
Address: 4301 N Fairfax Drive, Arlington, VA, 22203
Telephone: 703-356-3333

Solomon Hess LLC is a large advisory firm based in Arlington. It manages $350.2 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Virginia.

Solomon Hess 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.

Solomon Hess: assets under management

The assets under management (AUM) of Solomon Hess LLC is $350.2 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $350.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $38.91 million each.

Solomon Hess has custody of $350 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Solomon Hess LLC 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.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Anthony Jason Heilizer	Member	1 Apr 2004	50% - 75%	3214880

Based in Arlington

The principal office where Solomon Hess LLC performs its advisory services is located at 4301 N Fairfax Drive, Arlington, VA 22203, 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 703-356-3333 or by fax 703-356-8383. The normal business hours are 9 am - 5 pm on Monday - Friday. You can find more information about the New York firm at solomonhess.com.

Solomon Hess LLC (Arlington)

Solomon Hess: assets under management

Fees & Commissions

Indirect Owners

Based in Arlington

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