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SILVER GROVE ADVISORY SERVICES
SILVER GROVE FINANCIAL GROUP, INC.
CRD 287512 · SEC 801-110045
400 STERLING DRIVE, ORCHARD PARK, NY, 14127, United States
Phone
(716) 800-4291
Fax
(716) 970-4545
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$453.6M
Discretionary AUM
$453.6M
Team
16 total employees; 16 advisory reps; 20 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersRETIREMENT PLAN CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2083 | $319.6M |
| High net worth individuals | 63 | $131.8M |
| Corporations/business entities | 4 | $2.2M |
States served
CA, LA, NJ, NY, NC, OH, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD