Overview
Assets Under Management: $173 million
Headquarters: ARMONK, NY
High-Net-Worth Clients: 23
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.33
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 77
Discretionary Accounts: 77
Regulatory Filings
CRD Number: 327151
Last Filing Date: 2025-01-20 00:00:00
Website: https://silverberncap.com