William
Einstein

Solomon Hess Capital Management

CRD#2556648
Investment Advisor
in Falls Church, VA

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About this Advisor

William Einstein is a financial advisor based in Falls Church, Virginia, working with Solomon Hess Capital Management. William has previously held a position at Solomon Hess Capital Management. William has passed the Series 65 regulatory exam and is registered to provide services in Virginia. Currently, William is part of Solomon Hess Capital Management, which operates out of Falls Church, Virginia. The firm has 7 employees and manages assets totaling $937.1 million. The services offered by the firm include portfolio management for pooled investment vehicles. The fee structure at Solomon Hess Capital Management includes asset-based and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

431 Park Avenue Suite 401
Falls Church, VA 22046

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Solomon Hess Capital Management Brokerage Details

Total Assets Under Management

$937,059,558

VA Average: $1,835,309,194
Total Number of Employees

7

VA Average: 32
Total Number of Accounts

4

VA Average: 1,458
Average Account Size

$234,264,890

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for pooled investment vehicles

William Einstein Work History

2004 - Present (20 years)

Solomon Hess Capital Management

Disclosures

Please visit the SEC profile of William Einstein 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 Solomon Hess Capital Management

Michael Fallon
Falls Church, VA
William Einstein
Falls Church, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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