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SILVERLEAF ADVISOR GROUP, LLC
OMAHA, NE
402-934-7200
SEC #801-108787Total AUM
$699.9M
Employees
17Clients
1,658Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
12801 PIERCE STREET
SUITE 100
OMAHA
NE 68144
United States
SUITE 100
OMAHA
NE 68144
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
402-934-7200
Other Offices
2
Financials
Total AUM
$699.9M
Accounts
3,234Discretionary
$650.5M
Accounts
2,806Non-Discretionary
$49.3M
Accounts
428
Clients
Individual Clients
1,036AUM
$189.4M
HNW Individual Clients
544AUM
$433.2M
Pension/Profit Sharing Plan Clients
25AUM
$28.5M
Charitable Organization Clients
10AUM
$4.2M
Government Entity Clients
34AUM
$24.3M
Corporation or Business Clients
9AUM
$20.3M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLIAKSMNMONESCSDTNTXWAWI
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.