SILVER LEAF FINANCIAL, INC.

SILVER LEAF FINANCIAL, INC. of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 153037). Regulatory assets under management: $9.5M.

Registration

• CRD: 153037
• Type: Registered investment adviser
• Location: 9375 E SHEA BLVD, SCOTTSDALE, AZ, 85260
• Phone: 877-520-9700
• Latest filing: 2026-03-31
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153037 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search