S
CRD: 330484
Silver Accounting Service Inc. DBA Silver Financial Service
$13.8M Total AUM
$13.8M Disc. AUM
-- 3Y CAGR
3 Employees
63 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2024
- Office Locations
- 1
Office Locations
-- Westbrook ME
About Silver Accounting Service Inc. DBA Silver Financial Service
Silver Financial Service is a Maine-based fiduciary wealth management firm led by a CFP professional, providing holistic financial planning with integrated tax support via a partner team of IRS Enrolled Agents. The firm serves clients locally and virtually nationwide, builds ETF- and fixed-income-oriented portfolios, and supports implementation through Schwab with a RightCapital client portal.
Team overview
-- AVG AGE
$13.8M AVG AUM / ADVISOR
$219.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
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Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
M
Marta Haydym
Chief Compliance Officer, President
- CRD
- #7127278
- Ownership
- 25% but less than 50%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $13,822,431 | -- |
| Non-Discretionary | $0 | -- |
| Total | $13,822,431 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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