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Building 2SILVERLEAFE CAPITAL PARTNERS, LLC

Map pinGERMANTOWN, TN
Phone901-259-3345
NotebookSEC #801-63594
Total AUM
$449.2M
Employees
7
Clients
179

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6815 POPLAR AVENUE, SUITE 205
GERMANTOWN
TN 38138
United States
Operating Hours
8:00A.M. - 4:30 P.M.
Monday - Friday
Phone
901-259-3345

ReceiptFinancials

Total AUM
$449.2M
Accounts
683
Discretionary
$416.5M
Accounts
646
Non-Discretionary
$32.8M
Accounts
37

ContactClients

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Individual Clients
92
AUM
$27.4M
HNW Individual Clients
87
AUM
$421.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
ARFLLAMSTNTX

HandshakeAffiliates

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

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