N.A. Silva & Company, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 319252
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Corporations / Businesses70.31%
- HNWI25%
- Individuals4.69%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
N.A. Silva & Company, Inc. is a small, privately owned advisory firm that provides portfolio management for individuals, families and small-business clients. The firm runs a discretionary business model—almost all reported assets are managed on a discretionary basis—and charges both asset-based fees and performance-linked fees. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for core equity and fixed-income exposure, while the firm also allocates to real estate through third‑party managers when appropriate. The adviser is not positioned as an active ESG investor and operates from a single-state, single-office footprint.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents18%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations