Silverbrook Investment Advisors, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 153911
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silverbrook Investment Advisors, Inc. operates as a corporation focused on providing portfolio management services primarily for individuals and small businesses. The firm caters to a clientele that includes individual investors and families, emphasizing a personalized approach to wealth management. Silverbrook Investment Advisors is also involved in insurance brokerage and the sale of other financial products, indicating a diversified service offering. The firm does not actively engage in ESG investing and is not classified 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 Equities81%
- Cash & Cash Equivalents17%
- Other2%
Owners & executives
1 of 1
William Alderdice
President, CEOCRD 1183697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations