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 reporting in 2017 and is owned by an individual. The firm serves both individual/family and institutional clients and acts as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, and selection of other advisers. It also operates as an insurance broker. Fee arrangements include percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify 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 16Michael Becht
Registered RepresentativeCRD 2906349
Jakub Kubrak
CRD 5572288
Kyle Leikam
Investment Adviser RepresentativeCRD 5865848
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
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