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).
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Total Assets Under Management33,281MILLION
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Total Number of Accounts1,289ACCOUNTS
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Average Account Value$25,818,962
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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)
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.