SILVER STRAND FINANCIAL PLANNING

SILVER STRAND FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 313531). Regulatory assets under management: $9.5M.

Registration

• CRD: 313531
• Type: Registered investment adviser
• Phone: 248-781-2206
• Latest filing: 2026-03-30
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.2M
• Non-discretionary AUM: $259K
• Clients: 1
• Accounts: 81

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313531 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search