Silverhawk Asset Management, LLC
Answer a few questions and
get matched with an advisor.
Learn more about Silverhawk Asset Management, LLC
Overview
Silverhawk Asset Management, LLC operates as an advisory company based in Scottsdale, Arizona. It oversees $405.2 million in assets across 3,230 accounts, placing it among the bigger firms in the nation by assets under management (AUM). The firm has a small team, including 3 financial advisors. Silverhawk Asset Management, LLC does not act as a registered broker-dealer, meaning the advisor cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer firm to do so. Securities are tradable fiscal assets like bonds, equities and options.
Silverhawk Asset Management, LLC administers some of its client assets on a discretionary basis. Discretionary management signifies that a portfolio manager has the discretion to make transaction decisions without requiring the client's permission. It also has 2,055 non-discretionary accounts with a total of $158.0 million in assets under management. The company's average account size is $125,442. The typical advisor at Silverhawk Asset Management, LLC administers around 1,077 client accounts.
The company's main office is at 21090 N. Pima Road, Scottsdale, Arizona 85255. Silverhawk Asset Management, LLC is legally permitted to provide services to customers throughout a number of states, including Arizona, California, Florida, Minnesota, North Carolina, Tennessee, Texas and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silverhawk Asset Management, LLC by the Numbers
$405.2 million
9
3,230
$125.4 thousand
Products and Services
Silverhawk Asset Management, LLC provides a variety of financial services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the past fiscal year, the firm provided financial planning services to 51-100 of its clients. Silverhawk Asset Management, LLC does not sell products or offer services aside from investment advice to its investment advisory clients. Silverhawk Asset Management, LLC is also affiliated with one or more other service providers in the financial services industry, including with an insurance company or agency.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically vary depending on the type of services provided. Fees charged by Silverhawk Asset Management, LLC may include some blend of the following fee structures: asset-based, hourly or fixed. Silverhawk Asset Management, LLC does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Silverhawk Asset Management, LLC works with retail investors and high net worth investors. Out of its 3,230 clients, Silverhawk Asset Management, LLC's biggest client is retail investors, though it also caters to 190 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers reside abroad.
- High-Net-Worth Individuals* - 43.88%
- Other Individuals - 56.12%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Silverhawk Asset Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.