Silveroak Investments, LLC
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Overview
Silveroak Investments, LLC operates as a financial advisory firm located in Las Vegas, Nevada. It oversees $73.8 million in assets across 390 client accounts. The company has a small team, including 1 financial advisor. Silveroak Investments, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets such as bonds, options and stocks.
Silveroak Investments, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without requiring the customer's permission. The firm's average account size is $189,265. An average financial advisor at Silveroak Investments, LLC manages around 390 client accounts.
Silveroak Investments, LLC's central office is at 1180 North Town Center Drive, Las Vegas, Nevada 89144. The firm is permitted to serve investors throughout 8 states, including Arizona, California, Florida, Georgia, Nevada, New York, Oklahoma and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silveroak Investments, LLC by the Numbers
$73.8 million
3
390
$189.3 thousand
Fee Structure
Financial advisory fees largely depend on which service is offered. Fee types billed by Silveroak Investments, LLC most likely consist of the following fee types: asset-based or fixed. The firm does participate in 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 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
-
Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to retail investors and high net worth investors. Out of its 390 clients, Silveroak Investments, LLC's biggest client is retail investors, though it also caters to 15 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 at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 7% of its customers are from outside of the U.S.
- High-Net-Worth Individuals* - 17.86%
- Other Individuals - 82.14%
- 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.
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Disclosures
Silveroak Investments, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Silveroak Investments, LLC
Las Vegas, NV
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