Overview
Assets Under Management: $124 million
High-Net-Worth Clients: 49
Average Client Assets: $2 million
Frequently Asked Questions
SILA FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298406), SILA FINANCIAL, LLC is subject to fiduciary duty under federal law.
SILA FINANCIAL, LLC serves 49 high-net-worth clients according to their SEC filing dated February 03, 2026. View client details ↓
According to their SEC Form ADV, SILA FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SILA FINANCIAL, LLC manages $124 million in client assets according to their SEC filing dated February 03, 2026.
According to their SEC Form ADV, SILA FINANCIAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 49
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.47
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 303
Discretionary Accounts: 303
Regulatory Filings
CRD Number: 298406
Filing ID: 2046984
Last Filing Date: 2026-02-03 14:14:48