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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-14-2009
- Office Locations
- 1
Office Locations
About Silver Pine Capital, LLC
Silver Pine Capital is a state-registered RIA offering holistic wealth management and a financial wellness program for everyday investors. The firm builds custom portfolios across equities, fixed income (Treasuries, munis, corporates, high yield), and select alternatives and real assets (hedged equity, real estate, commodities). Publishes a personal-finance blog and Spotify podcast; custody includes Charles Schwab.
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Accredited Investors
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Investment Themes
Investment Vehicles
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Technology
Owner & Executives
ROBERT MARC SKLOFF MR.
Chief Compliance Officer, MANAGING DIRECTOR, Portfolio Manager
- CRD
- #4480570
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EDWARD FRANCIS VAHEY
--
- CRD
- #6404715
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $41,800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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