Overview
Assets Under Management: $235 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 2
Average Client Assets: $112 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.52
Average High-Net-Worth Client Assets: $112 million
Total Client Accounts: 597
Discretionary Accounts: 597
Regulatory Filings
CRD Number: 329997
Filing ID: 1945760
Last Filing Date: 2025-03-21 17:58:00
Website: https://silverlakecp.com