CRD: 313531
Silver Strand Financial Planning
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
About Silver Strand Financial Planning
Silver Strand Financial Planning is a Michigan-based, advice-centric planning firm led by CFP professional Dace DeKruif. The practice provides ongoing financial education and holistic planning (including college planning and estate planning coordination), with optional investment management designed to remain product-agnostic and fiduciary. Clients are typically families served through a repeatable review cadence, including semi-annual meetings each May and October; accounts are custodied at Schwab.
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Owner & Executives
DACE ANDREW DEKRUIF
Stewardship Adviser
- CRD
- #4620984
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,211,058 | -- |
| Non-Discretionary | $258,504 | -- |
| Total | $9,469,562 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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