Silver Thread Investments
RIASEC Registered
Total AUM
$2.6M
Discretionary
$2.6M
100% of AUM
Avg account
$164K
Accounts
16
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 112906
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silver Thread Investments is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm concentrates on portfolio management for individuals and small businesses, serving a client base of individuals and families. Its stated fee model includes a percentage of assets under management and other fee arrangements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor, pension consultant, or multi-state adviser in the available data.
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
- Exchange Traded Equities87%
- Cash & Cash Equivalents13%
Contacts
1 of 1Brian Burgan
OwnerCRD 1786433
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations