Overview
Assets Under Management: $331 million
Headquarters: OMAHA, NE
High-Net-Worth Clients: 89
Average Client Assets: $1.5 million
Frequently Asked Questions
SILVERLEAF ADVISOR GROUP, LLC 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 #286071), SILVERLEAF ADVISOR GROUP, LLC is subject to fiduciary duty under federal law.
SILVERLEAF ADVISOR GROUP, LLC is headquartered in OMAHA, NE.
SILVERLEAF ADVISOR GROUP, LLC serves 89 high-net-worth clients according to their SEC filing dated October 15, 2018. View client details ↓
According to their SEC Form ADV, SILVERLEAF ADVISOR GROUP, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SILVERLEAF ADVISOR GROUP, LLC manages $331 million in client assets according to their SEC filing dated October 15, 2018.
According to their SEC Form ADV, SILVERLEAF ADVISOR GROUP, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 89
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.38%
Average Client Assets: $1.5 million
Total Client Accounts: 2,502
Discretionary Accounts: 1,544
Non-Discretionary Accounts: 958
Regulatory Filings
CRD Number: 286071
Filing ID: 1245794
Last Filing Date: 2018-10-15 10:37:00