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FIRM PROFILE
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.
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
Total Client Assets:
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FIRM INFORMATION
3 Columbus Circle Floor 15, New York, NY 10019
3 Columbus Circle Floor 15, New York, NY 10019
Small
(212) 632-8421
New York since 01/15/2003
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 SILVER LEAF PARTNERS, LLC
Karen Jean Landry
Marc Stevens Bathgate
Edward George Vickery
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