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Building 2SILICON PRIVATE WEALTH, LLC

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Phone408-645-6790
NotebookSEC #801-129958
Total AUM
$177.8M
Employees
4
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
408-645-6790

ReceiptFinancials

Total AUM
$177.8M
Accounts
323
Discretionary
$6.7M
Accounts
12
Non-Discretionary
$171.1M
Accounts
311

ContactClients

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Individual Clients
36
AUM
$13M
HNW Individual Clients
47
AUM
$157.6M
Pension/Profit Sharing Plan Clients
3
AUM
$3.3M
Charitable Organization Clients
1
AUM
$3.8M
Corporation or Business Clients
2
AUM
$103.6K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CANHNYTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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