Silvia Mccoll Wealth Management, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 295339
- Registered since
- June 1, 2018
- Website
- www.silviamccoll.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.17%
- Individuals8.83%
- Charitable Organizations3.7%
- Pension & Profit Sharing Plans0.3%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Silvia Mccoll Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company. The firm is SEC-registered (2018) and is owned by an individual. Its client focus is individuals and families, and it charges a mix of percentage-of-AUM fees as well as hourly and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and is not described as a multi-state or capital-allocating 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
- Public Funds/Mutual Funds65%
- Exchange Traded Equities28%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
2 of 2
Brandon Silvia
Managing PartnerCRD 6239135
William Mccoll
Managing PartnerCRD 1930495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$119M in ETFs
51%
$60.5M
46%
$58.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $21.3M | 435,524 | 17.85% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 600 W Broadway
- Time zone
- PT (UTC-8)
- Office locations
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