SILVER ADVISORS, LLC

RIASEC RegisteredEst. 2021

Total AUM

$71.9M

Discretionary

$17.1M

24% of AUM

Avg account

$1.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 291109
Registered since: April 26, 2021
Website: silveradvisorsllc.com
Custodians: J.P. MORGAN SECURITIES INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI97.6%
Individuals2.35%
Corporations / Businesses0.06%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Silver Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is individually owned and serves both individual/family and institutional clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. Compensation comes via a mix of percentage-of-AUM fees, fixed fees, and performance-based fees. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant or a related adviser.