Overview
Assets Under Management: $327 million
Headquarters: ORCHARD PARK, NY
High-Net-Worth Clients: 39
Average Client Assets: $2 million
Frequently Asked Questions
SILVER GROVE FINANCIAL GROUP, INC. 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 #287512), SILVER GROVE FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
SILVER GROVE FINANCIAL GROUP, INC. is headquartered in ORCHARD PARK, NY.
SILVER GROVE FINANCIAL GROUP, INC. serves 39 high-net-worth clients according to their SEC filing dated August 07, 2025. View client details ↓
According to their SEC Form ADV, SILVER GROVE FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SILVER GROVE FINANCIAL GROUP, INC. manages $327 million in client assets according to their SEC filing dated August 07, 2025.
According to their SEC Form ADV, SILVER GROVE FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
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