Silvercrest Asset Management Group LLC

Silvercrest Asset Management Group LLC (CRD# 118333) is a financial advisory firm headquartered in New York, NY. They manage $33,280,642,411 in 1,289 accounts and serve the financial needs of clients across 39 states (or territories).

Current Firm Details
1330 Avenue Of The Americas, 38th Floor, New York, NY 10019
http://www.silvercrestgroup.com
By the Numbers
  • Total Assets Under Management
    33,281
    MILLION
  • Total Number of Accounts
    1,289
    ACCOUNTS
  • Average Account Value
    $25,818,962
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Silvercrest Asset Management Group LLC
Showing 21 - 30 of 31 top financial advisors.
21
Theresia Muller, financial advisor Charlottesville VA
Theresia E. Muller
CRD#: 2698091
614 E. High St., Charlottesville, VA 22902

Theresia Muller (CRD# 2698091) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in Charlottesville, VA and has over 28 years of experience in the finance industry.

22
Vincent Pandes, financial advisor La Jolla CA
Vincent G. Pandes
CRD#: 2776566
4250 Executive Square, Suite 545, La Jolla, CA 92037

Vincent Pandes (CRD# 2776566) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in La Jolla, CA and has over 25 years of experience in the finance industry.

23
John Potter, financial advisor New York NY
John C. Potter
CRD#: 2521638
1330 Avenue Of The Americas, 38th Floor, New York, NY 10019

John Potter (CRD# 2521638) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has over 29 years of experience in the finance industry.

24
Christopher Richey, financial advisor La Jolla CA
Christopher K. Richey
CRD#: 2839603
4250 Executive Square, Suite 545, La Jolla, CA 92037

Christopher Richey (CRD# 2839603) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in La Jolla, CA and has over 27 years of experience in the finance industry.

25
Ian Smith, financial advisor New York NY
Ian W. Smith
CRD#: 2373371
1330 Avenue Of The Americas, New York, NY 10019

Ian Smith (CRD# 2373371) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has over 30 years of experience in the finance industry.

26
David Taylor, financial advisor New York NY
David H. Taylor
CRD#: 4340020
1330 Avenue Of The Americas, New York, NY 10019

David Taylor (CRD# 4340020) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has 1 year of experience in the finance industry.

27
Peter Tobeason, financial advisor New York NY
Peter F. Tobeason
CRD#: 5058793
1330 Avenue Of The Americas, New York, NY 10019

Peter Tobeason (CRD# 5058793) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has 1 year of experience in the finance industry.

28
Roger Vogel, financial advisor New York NY
Roger W. Vogel
CRD#: 2398095
1330 Avenue Of The Americas, 37th Floor, New York, NY 10019

Roger Vogel (CRD# 2398095) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has over 29 years of experience in the finance industry.

29
Scott Brown, financial advisor New York NY
Scott Brown
CRD#: 2905032
1330 Avenue Of The Americas, 38th Floor, New York, NY 10019

Scott Brown (CRD# 2905032) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has over 26 years of experience in the finance industry.

30
William Martin, financial advisor New York NY
William V. Martin
CRD#: 5361218
1330 Avenue Of The Americas, 38th Floor, New York, NY 10019

William Martin (CRD# 5361218) is an Investment Advisor Representative working at Silvercrest Asset Management Group LLC in New York, NY and has over 13 years of experience in the finance industry.

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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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