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FIRM PROFILE
Overview
SOLEBURY CAPITAL LLC is located at 400 South River Road, Suite 300, New Hope, PA 18938 and was first established at Philadelphia, Pennsylvania in 05/16/2005. After operating for 20 years, SOLEBURY CAPITAL LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SOLEBURY CAPITAL LLC’s clients are individuals and 0% of their clients are high net worth individuals. SOLEBURY CAPITAL LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SOLEBURY CAPITAL LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SOLEBURY CAPITAL LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SOLEBURY CAPITAL LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SOLEBURY CAPITAL LLC Comes From
Understanding the Statistics for SOLEBURY CAPITAL LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
400 South River Road, Suite 300, New Hope, PA 18938
400 South River Road, Suite 300, New Hope, PA 18938
Small
(215) 862-7234
Pennsylvania since 05/16/2005
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| PNC BANK, NATIONAL ASSOCIATION | PARENT | ||
| COHN, VICTOR ALLAN | CHAIRMAN, CHIEF OPERATING OFFICER | 808136 | |
| EARLING, DAVID CRISTOFORI | MANAGING DIRECTOR | 2534818 | |
| HATFIELD, EDWARD RIDGWAY | CHIEF EXECUTIVE OFFICER | 1781580 | |
| IM, YOULREE | CHIEF ADMINISTRATIVE OFFICER | 5195473 | |
| JACOBY, MATTHEW R | CHIEF COMPLIANCE OFFICER | 5720650 | |
| LONG, GEORGE PHILLIP MR. | CHIEF LEGAL OFFICER | 5094038 | |
| ROHALY, JEFFREY P | FINANCIAL OPERATIONS PRINCIPAL, PFO, POO | 4588188 | |
| WILLIAMS, JULIE | VICE PRESIDENT | 6040587 |
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Advisor's working at SOLEBURY CAPITAL LLC
Andrew David Tino
Pamela Lynn Kwiatkoski
Edward Ridgway Hatfield
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