Silvestri Financial And Tax Advisors, Inc
Firm details
- Headquarters
- ,
- CRD number
- 306571
- Website
- www.sfandt.com
- Custodians
- ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals83.14%
- HNWI16.71%
- Corporations / Businesses0.15%
- Services
- Selection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Silvestri Financial And Tax Advisors, Inc. is an independent, privately owned registered investment adviser that serves both individual/family and institutional clients. The firm operates as a capital allocator and combines advisory services with insurance brokerage. Its revenue model includes percentage-of-AUM fees as well as hourly charges, and its advisory remit includes selecting outside managers on behalf of clients and running educational seminars and workshops. The firm does not identify as an active ESG investor and is not described as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities53%
- Public Funds/Mutual Funds35%
- Investment Grade Corp Bonds8%
- Cash & Cash Equivalents3%
- US Government Bonds1%
Contacts
2 of 2
Vincent Silvestri
OwnerCRD 6261855
Brian Silvestri
Investment AdvisoryCRD 5013203
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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