SILVER ANCHOR FINANCIAL, LLC

SILVER ANCHOR FINANCIAL, LLC is an SEC-registered investment adviser (CRD 330147). Regulatory assets under management: $97.7M.

Registration

• CRD: 330147
• Type: Registered investment adviser
• Phone: 401-651-5007
• Latest filing: 2026-02-15
• Regulatory AUM: $97.7M
• Discretionary AUM: $29.7M
• Non-discretionary AUM: $68.0M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330147 on SEC IAPD (source of record)
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