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Building 2SILVER GROVE ADVISORY SERVICES

Map pinORCHARD PARK, NY
Phone(716) 800-4291
NotebookSEC #801-110045
Total AUM
$453.6M
Employees
16
Clients
2,150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 STERLING DRIVE
ORCHARD PARK
NY 14127
United States
Operating Hours
9-5
Monday - Friday
Phone
(716) 800-4291
Other Offices
10

ReceiptFinancials

Total AUM
$453.6M
Accounts
2,969
Discretionary
$453.6M
Accounts
2,969
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,083
AUM
$319.6M
HNW Individual Clients
63
AUM
$131.8M
Corporation or Business Clients
4
AUM
$2.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLANCNJNYOHPASCTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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