S
$2.6M Total AUM
$2.6M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
27 yrs Firm Age
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- Custodian
- Etrade · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
-- Ft. Myers FL
About Silver Thread Investments
Silver Thread Investments is a Ft. Myers-based RIA. The firm has been operating for 27 years. Managing $2.6M in total assets under management, with 1 advisory representatives. They custody assets with Etrade and Fidelity/NFS.
Team overview
59 AVG AGE
$2.6M AVG AUM / ADVISOR
$291.0K AVG AUM / CLIENT
15 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Client Personas
Available
Services
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Owner & Executives
B
BRIAN BURGAN
Associate, Owner
- CRD
- #1786433
- 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 | $2,618,714 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,618,714 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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