Silversmith Financial Corp (Denver)

Silversmith Financial Corp is a large advisory firm based in Denver. It manages $114.83 million of regulatory assets for 121 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Colorado.

Silversmith Financial Corp provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Silversmith Financial Corp: assets under management

The assets under management (AUM) of Silversmith Financial Corp is $114.83 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $114.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $949 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silversmith Financial Corp for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Silversmith Financial Corp

Debra Burstein Silversmith has been acting as President since 1 Jun 1989. Donald Alan Silversmith joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Debra Burstein Silversmith	President	1 Jun 1989	75% - 100%	724613
Donald Alan Silversmith	Vice president	1 Jun 1989	Other	2099385

Based in Denver

The principal office where Silversmith Financial Corp performs its advisory services is located at 501 S Cherry St, Denver, CO 80246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.