Soldan Corp. (Boca Raton)

Soldan Corp. is a related adviser based in Boca Raton. It manages $27.83 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Florida.

Soldan Corp provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Soldan Corp: assets under management

The assets under management (AUM) of Soldan Corp. is $27.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -65% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $27.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $27.83 million each.

Soldan Corp has custody of $27.83 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Soldan Corp. for their services and products based on a percentage of assets under management and performance-based fees. 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.

Careers at Soldan Corp.

David Martin Polen has been acting as President since 1 Dec 1991. Daniel Adam Davidowitz joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Martin Polen	President/director/ceo/shareholder	1 Dec 1991	75% - 100%	602110
Stanley Charles Moss	Coo/cfo/cco	1 Oct 2003	Other	3182592
Andrew Lee Martin	Director of research	1 Jan 2007	Other	4378647
Daniel Adam Davidowitz	Portfolio manager	1 Jun 2012	Other	5403878
David M. Polen Estate	Shareholder	1 Jun 2012	75% - 100%	45-7026034

Based in Boca Raton

The principal office where Soldan Corp. performs its advisory services is located at 2700 N. Military Trail, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.