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SILVERSMITH CAPITAL PARTNERS

116 Huntington Ave, 15th Floor
Boston, Massachusetts 02116
Tel: 617-670-4300

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About SILVERSMITH CAPITAL PARTNERS

SILVERSMITH CAPITAL PARTNERS, formally registered with the SEC as SILVERSMITH CAPITAL PARTNERS. The firm was established in 01/03/2017. They have over 1 offices throughout the country.

SILVERSMITH CAPITAL PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $4,944,253,169 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#281620
SEC#801-108835
Assets Managed by Firm$4,944,253,169
No. of Clients21
No. of Advisors35

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total21$4,944,253,169

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