$16.7M Total AUM
$16.7M Disc. AUM
-- 3Y CAGR
1 Employees
55 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-05-2016
- Office Locations
- 1
Office Locations
601 Innovation WAY Daytona Beach FL
About Silva Fiduciary Advisors
Silva Fiduciary Advisors is an independent fiduciary practice led by Jose H. Silva, focused on retirees, pre-retirees, and families/individuals. The firm delivers personalized financial planning and retirement guidance with a conflict-free approach (no commissions or proprietary products). Portfolios are implemented primarily with ETFs, with Charles Schwab as a custodian. Advisor support is multilingual (Spanish, French, Italian, Portuguese).
Team overview
62 AVG AGE
$16.7M AVG AUM / ADVISOR
$304.5K AVG AUM / CLIENT
9.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
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Owner & Executives
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JOSE H. SILVA
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- CRD
- #5281033
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,749,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,749,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available Public Funds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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