SILVA FIDUCIARY ADVISORS

RIASEC Registered
Total AUM
$16.7M
Discretionary
$16.7M
100% of AUM
Avg account
$129K
Accounts
130
Employees
1
Advisory reps
1

Firm details

Headquarters
DAYTONA BEACH, Florida
CRD number
285319
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Silva Fiduciary Advisors operates as an independent registered investment advisor, focusing primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm is structured as a corporation and serves a client base that consists mainly of individuals and families. Silva Fiduciary Advisors employs a fee structure based on a percentage of assets under management (AUM) and hourly charges, allowing for flexibility in client engagements. The firm does not actively engage in ESG investing, nor does it operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Private Funds 13%, Public Funds/Mutual Funds 7%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%, Other 2%, US Government Bonds 1%73%
  • Exchange Traded Equities73%
  • Private Funds13%
  • Public Funds/Mutual Funds7%
  • Investment Grade Corp Bonds2%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • JOSE SILVA

    CEO & FounderCRD 5281033

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DAYTONA BEACH, FL

VOLUSIA

Location

DAYTONA BEACH, FL

Headquartered in DAYTONA BEACH, FL, anchoring the Orlando-Lakeland-Deltona, FL metro in the South.

Metro area
Orlando-Lakeland-Deltona, FL
Region
South
County
VOLUSIA
Address
601 Innovation Way
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth