$86.6M Total AUM
$56.9M Disc. AUM
-- 3Y CAGR
1 Employees
42 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-26-2018
- Office Locations
- 1
Office Locations
-- Valley Springs CA
About Silverback Financial
Silverback Financial is a Valley Springs-based RIA. The firm has been operating for 7 years. Managing $86.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Jackson National Life.
Team overview
-- AVG AGE
$86.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
7.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Available
Available
Available
Available
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
DAVID WILLIAM JACKSON
Chief Compliance Officer, Investment Advisor
- CRD
- #2166645
- 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 | $56,915,082 | -- |
| Non-Discretionary | $29,734,240 | -- |
| Total | $86,649,322 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Non-Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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