$71.9M Total AUM
$17.1M Disc. AUM
20.4% 3Y CAGR
1 Employees
14 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers ยท JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2021
- Office Locations
- 1
Office Locations
2 Park Avenue 20th Floor NEW York NY
About Silver Advisors, LLC
Silver Advisors LLC (est. 2017) is a New York-based investment advisory and wealth management firm serving retail and institutional clients. The practice supports portfolio construction and financial/wealth planning, including estate and insurance planning. Portfolios are implemented with ETFs, mutual funds, and fixed income, with notable exposure to municipal bonds; custody includes Interactive Brokers and J.P. Morgan.
Team overview
-- AVG AGE
$71.9M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
5.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
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Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
G
Gregory Mead Silver
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6883801
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,097,539 | $814,169 |
| Non-Discretionary | $54,804,703 | $2,107,873 |
| Total | $71,902,242 | $1,529,835 |
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Separately Managed Accounts
Total SMA Asset: Available
Municipal Bonds:
Available Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Municipal Bonds | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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