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SILVERLAKE WEALTH MANAGEMENT LLC
Tel: (802) 857-5083
33 Blair Park Road Suite 100
Williston, Vermont 05495
SILVERLAKE WEALTH MANAGEMENT LLC
SILVERLAKE WEALTH MANAGEMENT LLC is a Williston, Vermont based financial advisory firm with nearly $485,680,764 in assets under management and provides investment advisory services for 606 clients. There are currently 10 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
165525
SEC#:
801-97340
No. of Clients:
606
Assets under Management
$485,680,764
No. of Advisors:
10
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