N.A. Silva & Company, Inc.

RIASEC Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$492K
Accounts
13
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 82%, Cash & Cash Equivalents 18%82%
  • Public Funds/Mutual Funds82%
  • Cash & Cash Equivalents18%

Owners & executives

1 of 1
  • Nicholas Silva

    Nicholas Silva

    Managing Partner and Chief Investment OfficerCRD 6410078

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth