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 operates as an independent, SEC-registered RIA formed in 2018 and organized as an LLC. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm is not positioned as a capital allocator or a multi-state advisory platform and does not identify as an active ESG investor.
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
- 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 50Active vs passive
$121M in ETFs
53%
$63.5M
46%
$57M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $21.1M | 427,200 | 17.46% |
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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