SILVA FIDUCIARY ADVISORS
Firm details
- Headquarters
- DAYTONA BEACH, Florida
- CRD number
- 285319
- Website
- www.silvafiduciary.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Private Funds13%
- Public Funds/Mutual Funds7%
- Investment Grade Corp Bonds2%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1JOSE SILVA
CEO & FounderCRD 5281033
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
CHARTER ADVISORY SERVICES, LLC
RIADAYTONA BEACH, FL
STRIVE RETIREMENT GROUP
RIADAYTONA BEACH, FL
BUCKLEY FINANCIAL GROUP
RIADAYTONA BEACH, FL
ASHFORD INVESTMENT ADVISORS
RIADAYTONA BEACH, FL
FIRSTRUST
RIADAYTONA BEACH, FL
KEYES, STANGE & WOOTEN WEALTH MANAGEMENT, LLC
RIADAYTONA BEACH, FL