Silver Grove Advisory Services

Assets Under Management

$326.6M

Number of Clients

1,930

Number of Advisors

16

Average Client AUM

$169K

AUM per Advisor

$20.4M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Silver Grove Advisory Services offers customized investment advisory solutions and financial planning services to individuals, high net worth individuals, trusts, estates, and other businesses. They may recommend independent managers and offer retirement plan consulting services.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
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Location

400 Sterling Drive, Orchard Park, NY, 14127

16 Advisors at this firm

Silver Grove Advisory Services | TrueAdvisor