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FIRM PROFILE
Overview
SILVERWOOD PARTNERS is located at Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770 and was first established at Boston, Massachusetts in 07/02/2001. After operating for 24 years, SILVERWOOD PARTNERS has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of SILVERWOOD PARTNERS’s clients are individuals and 0% of their clients are high net worth individuals. SILVERWOOD PARTNERS has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SILVERWOOD PARTNERS are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access SILVERWOOD PARTNERS‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at SILVERWOOD PARTNERS. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for SILVERWOOD PARTNERS Comes From
Understanding the Statistics for SILVERWOOD PARTNERS and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770
Silverwood Farm Place 32 Pleasant Street, Sherborn, MA 01770
Small
(508) 651-2194
Massachusetts since 07/02/2001
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at SILVERWOOD PARTNERS
Jonathan Hodsonwalker
Benjamin John Hodson-walker
Harrison D Parsons
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