Silvercrest Asset Management Group LLC
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Overview
Silvercrest Asset Management Group LLC is located at 1330 Avenue Of The Americas, New York, NY. The firm employs 58 financial advisors to manage client portfolios and provide financial guidance. Silvercrest Asset Management Group LLC is not a registered broker-dealer.
Silvercrest Asset Management Group LLC oversees $33.3 billion in assets under management across 1,289 accounts, of which 1,264 are discretionary and 25 are non-discretionary. Over the past year, the firm has provided financial planning services to between 26 and 50 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The firm caters to high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Silvercrest Asset Management Group LLC includes asset-based, fixed, and performance-based fees. The firm has 1,137 high net worth clients and maintains affiliations with a commodity pool advisor.
Silvercrest Asset Management Group LLC is registered in the states of Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Wisconsin, and Wyoming.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Silvercrest Asset Management Group LLC by the Numbers
$33.3 billion
152
1,289
$25.8 million
Products and Services
Silvercrest Asset Management Group LLC provides multiple financial services, which can include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. In the last fiscal year, Silvercrest Asset Management Group LLC provided financial planning services to 26-50 of its customers. The Firm is involved in selling products or offering services different than investment advice to its clients.
Core Advisor Services
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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.
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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.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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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.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees largely vary depending on the type of financial services provided. Fees charged by Silvercrest Asset Management Group LLC can include some combination of the following fee types: asset-based, fixed, or performance-based.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The firm manages money for a broad range of clients. It works with high net worth investors, banking institutions, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities, insurance companies, and corporations. Out of its 9 clients, Silvercrest Asset Management Group LLC's biggest client group by number of accounts is high net worth investors, but it also serves 1137 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 in AUM 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).
- High-Net-Worth Individuals* - 88.21%
- Other Individuals - 0%
- Corporations - 6.67%
- Charitable Organizations - 5.12%
* 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
Silvercrest Asset Management Group LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Silvercrest Asset Management Group LLC
New York, NY
Richmond, VA
New York, NY
La Jolla, CA
New York, NY
Bedminster, NJ
New York, NY
New York, NY
La Jolla, CA
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The content in this profile was updated by SmartAsset on 6/19/2024. 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.
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