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Find, Compare and Monitor Financial Advisors at SILVER LEAF PARTNERS, LLC

CRD#: 126694
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

SILVER LEAF PARTNERS, LLC is located at 3 Columbus Circle Floor 15, New York, NY 10019 and was first established at New York, New York in 01/15/2003. After operating for 23 years, SILVER LEAF PARTNERS, LLC 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 SILVER LEAF PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. SILVER LEAF PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at SILVER LEAF PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 1 disclosures, 1 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 SILVER LEAF PARTNERS, LLC‘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 SILVER LEAF PARTNERS, LLC. 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.

Crafted using large generative AI models

Where the Statistical Data for SILVER LEAF PARTNERS, LLC Comes From

Understanding the Statistics for SILVER LEAF PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
1

FIRM INFORMATION

Main Address
3 Columbus Circle Floor 15, New York, NY 10019
Mailing Address
3 Columbus Circle Floor 15, New York, NY 10019
Firm Size
Small
Phone Number
(212) 632-8421
Established
New York since 01/15/2003
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
KHAN, M. FYZULCEO/CCO/MANAGING MEMBER3103833
LESHER, JAMES ELAMPOO1044046
TAO, BING QINFINOP/PFO6253793

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Advisor's working at SILVER LEAF PARTNERS, LLC

KL

Karen Jean Landry

Karen Asdikian
IAR
RR
CRD#: 1961856
Location:
Cupertino, CA 95014-2296
Company:
THE TILTED FUNDS GROUP, LLC
Disclosures:
Experience:
33 years
View Profile
MB

Marc Stevens Bathgate

IAR
RR
CRD#: 5045724
Location:
Park City, UT
Company:
7TWO
Disclosures:
Experience:
20 years
View Profile
EV

Edward George Vickery

IAR
RR
CRD#: 5647286
Location:
Redondo Beach, CA
Company:
SIZEMORE CAPITAL MANAGEMENT, LLC
Disclosures:
Experience:
16 years
View Profile
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