Silver Tiger Advisors
RIAState Registered
Total AUM
$5.8M
Discretionary
$4.1M
70% of AUM
Avg account
$388K
Accounts
15
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 305189
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI89.26%
- Individuals10.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Silver Tiger Advisors operates as a limited liability company focused on providing financial planning and portfolio management services. The firm caters to individuals, small businesses, and pooled investment vehicles, offering a range of advisory activities that include selecting other advisers. While it does not actively engage in ESG investing, Silver Tiger Advisors is recognized as a capital allocator, indicating a strategic approach to investment management.
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
- Exchange Traded Equities52%
- Cash & Cash Equivalents35%
- Investment Grade Corp Bonds12%
- Other1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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