Monique
Sinmao
Sol Capital Management Co
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About this Advisor
Monique Sinmao is a financial advisor based in Rockville, Maryland who has 4 years of industry experience. Sinmao works at Sol Capital Management Co. During their career, Sinmao has held roles at Jefferies, Dakota Investment Advisers, J. Goldman & Co, Sol Capital Management Company, Sddco Brokerage Advisors LLC and Alpha Assets Inc. Sinmao maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maryland and Virginia. Sol Capital Management Co is a registered investment company operating out of Rockville, MD. The investment advisory business has offices in eight locations and a total of 27 advisors. It handles $2 billion in assets among its 1,081 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves four charities and foundations. Of its 1,081 accounts, 37% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Sol Capital Management Co provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors usually vary depending on which service is provided. However, fees charged by Sol Capital Management Co typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sol Capital Management Co Brokerage Details
$2,386,671,547
27
1,081
$2,207,837
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Monique Sinmao Work History
Monique has been registered as a financial advisor for 4 years.*
Sol Capital Management Company
Sddco Brokerage Advisors LLC
Alpha Assets Inc
J. Goldman & Co
Dakota Investment Advisers
Jefferies
*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 Monique Sinmao 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
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
Rockville, MD
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