Lawrence
Lamonica

Sol Capital Management Co

CRD#5582572
Investment Advisor
in Rockville, MD

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About this Advisor

Lawrence Lamonica is a financial advisor operating in Rockville, Maryland who has 11 years of relevant experience. Lamonica is currently employed by Sol Capital Management Co. They have spent their whole time as a financial advisor at Sol Capital Management Co. Lamonica holds a Series 65 license, which qualifies them as an investment advisor representative, and is able to work in Maryland. Sol Capital Management Co is a registered investment firm headquartered in Rockville, MD. The firm has offices in eight locations and a total of 27 advisors. It has $2 billion in total assets across its 1,081 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to four charitable organizations. Of its 1,081 client accounts, 37% belong to high-net-worth investors who have more than $1 million in investable assets. The business performs a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules depend on which services are provided. Fee types billed by Sol Capital Management Co typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

111 Rockville Pike Suite 750
Rockville, MD 20850

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Sol Capital Management Co Brokerage Details

Total Assets Under Management

$2,386,671,547

MD Average: $6,889,882,315
Total Number of Employees

27

MD Average: 45
Total Number of Accounts

1,081

MD Average: 765
Average Account Size

$2,207,837

MD Average: $9,006,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Lawrence Lamonica Work History

Lawrence has been registered as a financial advisor for 11 years.*

2007 - Present (17 years)

Sol Capital Management Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lawrence Lamonica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Sol Capital Management Co

Marcus Odinec
Rockville, MD
Adam Sauri
Rockville, MD
Brett Somerville
Rockville, MD
Monique Sinmao
Rockville, MD
Ernest Odinec
Rockville, MD
Lawrence Lamonica
Rockville, MD
Rahm Dvir
Rockville, MD
Karin Schultz
Rockville, MD

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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