Financialmd, LLC

Overview

Financialmd, LLC is a state registered investment adviser based in Okemos, MI, registered since 2020. It reports $35M in assets under management across 304 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$35M

Discretionary

100%

Accounts

304

Average account

$115K

Employees

1

Advisory reps

1

Registered since

2020

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 1 of 1

• Jon Solitro Chief Executive Officer CRD 6258138

Advisory reps 1 of 1

• Jon Paul Solitro Insurance Agent · Investment Adviser Rep CRD 6258138

Location

Headquarters

2479 Woodlake Cir Ste 340
Okemos, MI 48864

County

Ingham

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• State registered
• Registered in 3 jurisdictions

Every state, with registration dates

Similar firms near Okemos

• Financial Strategies Group, IncOkemos, MI$677M AUM
• Cornerstone Wealth Partners, LLCOkemos, MI$146M AUM
• Ryzome Investment AdvisorsOkemos, MI$116M AUM
• Stewards Wealth Planning, LLCOkemos, MI$99.4M AUM
• Cardinal Financial Consultants, LLCOkemos, MI$18M AUM