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Silver Grove Financial Group, Inc.

● SEC registered since 2017CRD 287512SEC# 801-110045Orchard Park, NY
Export (members)
Reg. AUM
$326.6M
Employees
15
Accounts
2,582
Location
Orchard Park, NY

Silver Grove Financial Group, Inc. assets under management

Silver Grove Financial Group, Inc. is an SEC-registered investment adviser based in Orchard Park, NY. The firm has been registered since 2017. It reports $326.6 million in regulatory assets under management and employs 15 people.
www.silvergrovegroup.comView on SEC.gov ↗

Silver Grove Financial Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Jason Joseph Weber ControlFounder - President50-75%2017
Ryan Daniel Seufert ControlFounder - Vice President And Chief Compliance Officer50-75%2017

Frequently asked questions

How much does Silver Grove Financial Group, Inc. manage?

Silver Grove Financial Group, Inc. reports $326.6 million in regulatory assets under management on its Form ADV.

How many employees does Silver Grove Financial Group, Inc. have?

Silver Grove Financial Group, Inc. reports 15 employees.

Where is Silver Grove Financial Group, Inc. located?

Silver Grove Financial Group, Inc. is based in Orchard Park, NY and has been SEC-registered since 2017.

Does Silver Grove Financial Group, Inc. disclose fund performance?

Silver Grove Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address400 Sterling Drive, Orchard Park, NY 14127
Phone(716) 800-4291
Fax(716) 970-4545
Office hours5-Sep
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$326.6M
Non-discretionary$0
Total (RAUM)$326.6M