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SILVER GROVE ADVISORY SERVICES
400 Sterling Drive
Orchard Park, New York 14127
Tel: 716-800-4291
About SILVER GROVE ADVISORY SERVICES
SILVER GROVE ADVISORY SERVICES, formally registered with the SEC as SILVER GROVE ADVISORY SERVICES. The firm was established in 03/09/2017. They have over 10 offices throughout the country.
SILVER GROVE ADVISORY SERVICES is a Orchard Park, New York based Financial Planning firm with nearly $256,404,965 assets under management, offering retirement planning & investment advisory services to 2308 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 287512 |
| SEC# | 801-110045 |
| Assets Managed by Firm | $256,404,965 |
| No. of Clients | 2308 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Other (RETIREMENT PLAN CONSULTING SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2308 | $256,404,965 |
| Individuals (other than high net worth individuals) | 1739 | $197,856,861 |
| High net worth individuals | 35 | $58,038,284 |
| Corporations or other businesses | 1 | $509,820 |
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| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
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