SILVER LEAF FINANCIAL, INC.

Overview

Silver Leaf Financial, Inc. is a small, independently owned advisory firm that serves individual and family clients. The firm combines portfolio management for individuals and small businesses with the authority to select third‑party advisers, and it also operates as an insurance broker. Compensation comes through a percentage of assets under management and hourly fees. Public filings indicate the adviser does not position itself as an active ESG investor and is not registered as a multi‑state advisory firm.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices