SILVERWOOD PARTNERS

Broker-DealerFINRA MemberEst. 2001
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 FINTRX as an investment bank. The firm registered with the SEC in 2001 and is owned by an individual (owner-operated). FINTRX flags it as not acting as a capital allocator and not identifying as an active ESG investor. The profile also notes that Silverwood Partners is not designated as a multi-state adviser, not newly formed, not a pension consultant, and not listed as a related adviser. Specifics about its advisory or business activities, fee schedule, and client segments were not provided in the source data.

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

Contacts

3 of 6
  • CHARLES SLOTKIN

    Managing DirectorCRD 2595015

  • Benjamin Hodson-Walker

    Investment Banking AnalystCRD 7820763

  • JONATHAN HODSONWALKER

    Managing PartnerCRD 1991163

Unlock 3 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth