Overview
Assets Under Management: $320 million
High-Net-Worth Clients: 64
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 496
Discretionary Accounts: 496
Regulatory Filings
CRD Number: 107625
Last Filing Date: 2025-01-08 00:00:00
Website: https://silverlakeadvisory.com