Silver Advisors, LLC

RIASEC RegisteredEst. 2021

Total AUM

$71.9M

Discretionary

$17.1M

24% of AUM

Avg account

$1.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 291109
Registered since: April 26, 2021
Website: silveradvisorsllc.com
Custodians: J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI97.6%
Individuals2.35%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Silver Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional relationships, with a stated focus on financial planning and portfolio management for individuals and small businesses. Its compensation model includes asset-based fees, fixed fees, and performance-based arrangements. Silver Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator or pension consultant.