Sila Financial, LLC

Sila Financial, LLC (CRD# 298406) is a financial advisory firm headquartered in , . They manage $98,665,847 in 307 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    307
    ACCOUNTS
  • Average Account Value
    $321,387
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, WA

Financial Advisors at Sila Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Todd Schliiter, financial advisor Snohomish WA
Todd W. Schliiter
CRD#: 2031208
Snohomish, WA

Todd Schliiter (CRD# 2031208) is an Investment Advisor Representative working at Sila Financial, LLC in Snohomish, WA and has over 34 years of experience in the finance industry.

2
Warren Schliiter, financial advisor Snohomish WA
Warren W. Schliiter
CRD#: 413688
Snohomish, WA

Warren Schliiter (CRD# 413688) is an Investment Advisor Representative working at Sila Financial, LLC in Snohomish, WA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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