Solutions Funds Group, Inc. (Lincolnshire)
Solutions Funds Group, Inc. is an investment adviser to an investment company based in Lincolnshire. It manages $28.94 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Illinois.
Solutions Funds Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Solutions Funds Group: assets under management
The assets under management (AUM) of Solutions Funds Group, Inc. is $28.94 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 72344610% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has a single stream of revenue. Clients pay Solutions Funds Group, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Ronald Stanley Niemaszyk serves?
The only and largest group of clients of Ronald Stanley Niemaszyk is investment companies with 1 clients and $28.94 million of assets under management. Among the 3 most similar advisory firms, Solutions Funds Group has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $28.94 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Solutions Funds Group doesn't advise any private funds.
Careers at Solutions Funds Group, Inc.
The company employs 2 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Ronald Stanley Niemaszyk has been acting as President since 1 Sep 2011. Lawrence Matthew Shover has served as the Chief Investment Officer since 1 Sep 2011. Richard David John Harig joined the executive team most recently as the Shareholder.
Direct owners and executive officers
Based in Lincolnshire
The principal office where Solutions Funds Group, Inc. performs its advisory services is located at 300 Village Green Drive, Lincolnshire, IL 60069, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 866-734-0131 or by fax 847-913-5435. The normal business hours are 9 am to 5 pm on Monday - Friday. You can find more information about the New York firm at sfgalternatives.com.
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