Solenture Advisors LLC (Pittsburgh)


Solenture Advisors LLC is a pension cosultant based in Pittsburgh. It manages $254.83 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of New Jersey and Pennsylvania.

Solenture Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting & referral services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Solenture Advisors: assets under management

The assets under management (AUM) of Solenture Advisors LLC is $254.83 million. The firm's AUM has grown by 44% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.49 million in discretionary accounts and $253.33 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $13.33 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Solenture Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Steven Carl Price Ceo 1 Oct 2002 75% - 100% 2543650
Eric Paul Rader Exec. vice president 1 Oct 2002 25% - 50% 1035982
Warren Anderson Ramey Vice chairman 1 Jul 2008 Other 1095104

Based in Pittsburgh

The principal office where Solenture Advisors LLC performs its advisory services is located at Two Gateway Center, Pittsburgh, PA 15222, which is also the mailing address of the firm. An additional office of the firm is in Jersey City, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-281-5472 or by fax 412-281-2292. The normal business hours are 8:00am to 5:00pm on Monday - Friday.