Silverleaf Investment Group, LLC
Firm details
- Headquarters
- ,
- CRD number
- 146086
- Website
- www.silverleafinv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Silverleaf Investment Group, LLC is a small, privately held advisory firm organized as an LLC that provides discretionary portfolio management for individuals and small businesses. The firm’s client base is described as individual and family clients, and governance appears to be owner-led (owner type: individual). Fee arrangements include a percentage-of-assets model alongside fixed-fee engagements. Silverleaf does not identify itself as an active ESG investor, is not a multi-state adviser, and does not report capital-allocator or pension-consulting activities.
Assets & Accounts
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
- Public Funds/Mutual Funds81%
- Exchange Traded Equities19%
Owners & executives
1 of 1
Ralph Hodge
President and Chief Investment OfficerCRD 2432490
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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