Silver Grove Advisory Services
Firm details
- Headquarters
- Orchard Park, New York
- CRD number
- 287512
- Registered since
- March 9, 2017
- Website
- www.silvergrovegroup.com
- Custodians
- CHARLES SCHWAB & CO., INC., BROADRIDGE BUSINESS PROCESS OUTSOURCING, LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals70.47%
- HNWI29.06%
- Corporations / Businesses0.48%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Silver Grove Advisory Services is an independent, SEC-registered registered investment adviser that began filing with the SEC in 2017 and is owned by an individual. The firm serves both individual/family and institutional clients and describes itself as a capital allocator that selects third‑party managers in addition to managing portfolios directly. Advisory offerings include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Silver Grove also operates as an insurance broker and lists an affiliation with accountants. Its fee menu includes asset‑based fees, hourly charges, and fixed fees. The firm does not identify itself as an active ESG investor.
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 Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
- Other1%
Owners & executives
1 of 1
Julianne Lepo-incardona
Financial Advisor & CEOCRD 4205675
Contacts
3 of 16
Kyle Leikam
Investment Adviser RepresentativeCRD 5865848
Ryan Seufert
FounderCRD 5551651
Jakub Kubrak
CRD 5572288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 602Active vs passive
$109M in ETFs
65%
$70.5M
23%
$38.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| MAIN SECTOR ROTATION ETF (SECT) | Active | Large Blend | $11.7M | 162,820 | 10.78% |
Location
Orchard Park, NY
Erie
Location
Orchard Park, NY
Headquartered in Orchard Park, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 400 Sterling Dr
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Waterford Advisors, LLC
RIAOrchard Park, NY
Moldenhauer & Associates
RIAOrchard Park, NY
Farrell Financial
RIAOrchard Park, NY
Winthrop Partners - Wny, LLC
RIAOrchard Park, NY
Winthrop Partners - Epa, LLC
RIAOrchard Park, NY
Winthrop Partners - Wpa, LLC
RIAOrchard Park, NY