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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 303-333-0234 or by fax 303-333-0603. The normal business hours are 8:00-5:30 on Monday - Friday.