SILVERLAKE WEALTH MANAGEMENT LLC - Financial Advisor in Vermont, Williston

Tel: (802) 857-5083 33 Blair Park Road Suite 100 Williston, Vermont 05495

About SILVERLAKE WEALTH MANAGEMENT LLC

SILVERLAKE WEALTH MANAGEMENT LLC is a Williston, Vermont based financial advisory firm with nearly $485,680,764 in assets under management and provides investment advisory services for 606 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

165525

Firm SEC#:

801-97340

Assets Under Management:

$485,680,764

No. of Clients:

606

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Vermont, Williston

FirmCRD#:285378

SEC#:801-120617

No. of Advisors:5

No. of Clients:537

AUM:$189,991,396

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

COPPER LEAF FINANCIAL, LLC

285378

801-120617

537

$189,991,396

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