Silverbrook Investment Advisors, Inc.
RIASEC Registered
Total AUM
$2.8M
Discretionary
$2.8M
100% of AUM
Avg account
$103K
Accounts
27
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 153911
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silverbrook Investment Advisors, Inc. is a small, independently owned advisory firm serving individual and family clients. The firm provides portfolio management for individuals and small businesses and also operates as an insurance broker and financial product salesperson. Its compensation includes a percentage-of-assets-under-management component alongside other fee arrangements. Silverbrook does not identify as an ESG investor and is not set up as a multi-state or pension consultant adviser.
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 Equities81%
- Cash & Cash Equivalents17%
- Other2%
Owners & executives
1 of 1
William Alderdice
President, CEOCRD 1183697
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations