Silver Thread Investments

RIASEC Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$164K
Accounts
16
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
112906
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Other
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Silver Thread Investments is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses, serving a client base of individuals and families. Its stated fee model includes a percentage of assets under management and other fee arrangements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor, pension consultant, or multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 87%, Cash & Cash Equivalents 13%87%
  • Exchange Traded Equities87%
  • Cash & Cash Equivalents13%

Contacts

1 of 1
  • Brian Burgan

    OwnerCRD 1786433

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth