Silverhawk Asset Management, LLC

Silverhawk Asset Management, LLC (CRD# 167798) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $114,786,489 in 710 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    710
    ACCOUNTS
  • Average Account Value
    $161,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CT, TN

Financial Advisors at Silverhawk Asset Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joseph J. Laux
CRD#: 5137192
21090 N. Pima Road, Scottsdale, AZ 85255
96
Wealthminder
score

Joseph Laux (CRD# 5137192) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 11 years of experience in the finance industry. Joseph Laux has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul J. Mershon
CRD#: 709764
21090 N. Pima Road, Scottsdale, AZ 85255
86
Wealthminder
score

Paul Mershon (CRD# 709764) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 37 years of experience in the finance industry. Paul Mershon has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Charley J. Cooper
CRD#: 2206462
21090 N. Pima Road, Scottsdale, AZ 85255
83
Wealthminder
score

Charley Cooper (CRD# 2206462) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 19 years of experience in the finance industry.

4
Brent D. Turner
CRD#: 2429805
1976 Cooks Road, Mount Juliet, TN 37122
83
Wealthminder
score

Brent Turner (CRD# 2429805) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Mount Juliet, TN and has over 23 years of experience in the finance industry.

5
Shanna M. Rivera
CRD#: 3184944
21090 N. Pima Road, Scottsdale, AZ 85255
81
Wealthminder
score

Shanna Rivera (CRD# 3184944) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry.

6
Joseph J. Macdonald
CRD#: 6143340
21090 N. Pima Road, Scottsdale, AZ 85255
78
Wealthminder
score

Joseph Macdonald (CRD# 6143340) is an Investment Advisor Representative working at Silverhawk Asset Management, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

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