Silver Pine Capital, LLC

Assets Under Management

$55.8M

Number of Clients

169

Number of Advisors

3

Average Client AUM

$330K

AUM per Advisor

$18.6M

Compensation

Fee-Only (AUM)

About This Firm

Silver Pine Capital is an independent asset management firm providing risk-conscious investors with custom-tailored investment strategies. They offer diversified portfolios with equities, fixed income, real estate, and commodities. They also provide financial planning services and recommend third-party advisors for insurance and annuity needs.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Location

5 West Mill Street, 5, Medfield, MA, 02052

3 Advisors at this firm

Silver Pine Capital, Llc | TrueAdvisor