Overview
Assets Under Management: $72 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 9
Average Client Assets: $7.8 million
Frequently Asked Questions
SILVER ADVISORS, 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 #291109), SILVER ADVISORS, LLC is subject to fiduciary duty under federal law.
SILVER ADVISORS, LLC is headquartered in NEW YORK, NY.
SILVER ADVISORS, LLC serves 9 high-net-worth clients according to their SEC filing dated January 22, 2026. View client details ↓
According to their SEC Form ADV, SILVER ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILVER ADVISORS, LLC manages $72 million in client assets according to their SEC filing dated January 22, 2026.
According to their SEC Form ADV, SILVER ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.60%
Average Client Assets: $7.8 million
Total Client Accounts: 47
Discretionary Accounts: 21
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 291109
Filing ID: 2041721
Last Filing Date: 2026-01-22 15:50:08