CRD: 153037
Silver Leaf Financial, Inc.
$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-2010
- Office Locations
- 1
Office Locations
9375 E Shea Blvd Suite 100 Scottsdale AZ
About Silver Leaf Financial, Inc.
Silver Leaf Financial, Inc. is an RIA fiduciary led by president/CEO Kevin Brucher, focused on helping investors age 50+ and other conservative retirees preserve and grow assets, build retirement income, and reduce income and estate taxes. The firm provides investment management alongside financial and estate planning and insurance services, supported by educational workshops and a weekly podcast.
Team overview
-- AVG AGE
$9.5M AVG AUM / ADVISOR
$394.6K AVG AUM / CLIENT
16.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KEVIN JOHN BRUCHER
President
- CRD
- #2052754
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,471,468 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,471,468 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing