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SILVERLEAFE CAPITAL PARTNERS, LLC

6815 Poplar Avenue, Suite 205
Germantown, Tennessee 38138
Tel: 901-259-3345

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About SILVERLEAFE CAPITAL PARTNERS, LLC

SILVERLEAFE CAPITAL PARTNERS, LLC, formally registered with the SEC as SILVERLEAFE CAPITAL PARTNERS, LLC. The firm was established in 10/20/2004. They have over 1 offices throughout the country.

SILVERLEAFE CAPITAL PARTNERS, LLC is a Germantown, Tennessee based Financial Planning firm with nearly $403,372,774 assets under management, offering retirement planning & investment advisory services to 626 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#133174
SEC#801-63594
Assets Managed by Firm$403,372,774
No. of Clients626
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total626$403,372,774
Individuals (other than high net worth individuals)105$36,367,296
High net worth individuals74$367,005,478

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