Overview
Assets Under Management: $327 million
Headquarters: ORCHARD PARK, NY
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 39
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,582
Discretionary Accounts: 2,582
Regulatory Filings
CRD Number: 287512
Filing ID: 2007993
Last Filing Date: 2025-08-07 11:53:00
Website: https://silvergrovegroup.com