S
$2.8M Total AUM
$2.8M Disc. AUM
-- 3Y CAGR
1 Employees
50 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-27-2010
- Office Locations
- 1
Office Locations
-- Plano TX
About Silverbrook Investment Advisors, Inc.
Silverbrook Investment Advisors, Inc. is a Plano-based RIA. The firm has been operating for 15 years. Managing $2.8M in total assets under management, with 1 advisory representatives.
Team overview
68 AVG AGE
$2.8M AVG AUM / ADVISOR
$55.8K AVG AUM / CLIENT
15.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Investment Themes
Available
Owner & Executives
W
WILLIAM BRYAN ALDERDICE JR
President
- CRD
- #1183697
- 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 | $2,790,592 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,790,592 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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