Silverwood Partners

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Sherborn, Massachusetts
CRD number
115589
Registered since
December 10, 2001

Firm profile

FINTRX

Overview

Silverwood Partners is organized as a limited liability company and is classified in the available data as an investment bank. Ownership is held by an individual rather than a corporate or institutional owner. The firm's profile indicates it does not position itself as a capital allocator and is not identified as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser. The snapshot does not include details about client types, fee schedules, or specific business and advisory activities, so public-facing descriptions of services and target clients are limited.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Sherborn, MA

Middlesex

Location

Sherborn, MA

Headquartered in Sherborn, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Middlesex
Address
Pl Pleasant St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth