$19.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
29 ADV. Clients
18 yrs Firm Age
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- Custodian
- Altruist · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-08-2007
- Office Locations
- 1
Office Locations
-- Kittery ME
About Silver Maple Financial, LLC
Silver Maple Financial, LLC is an independent, fee-only RIA providing fiduciary financial planning and investment guidance for retail clients. The firm builds comprehensive, goals-based plans, offers second-opinion “sanity checks,” and helps implement recommendations and handle portfolio paperwork. Portfolios emphasize ETFs alongside fixed income and cash, and the practice custody’s through platforms such as Altruist.
Team overview
56 AVG AGE
$19.3M AVG AUM / ADVISOR
$664.8K AVG AUM / CLIENT
19 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
THAD JOSEPH ACKERMAN
Managing Member
- CRD
- #5324751
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,278,630 | -- |
| Total | $19,278,630 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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