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| Silver Grove Financial Group Inc
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|---|---|
| CRD # | 287512 |
| SEC # | 801-110045 |
| CIK # | 0002111172 |
| AUM | 453.6 M (2026-06-23) |
| Employees | 17 (100% Investors, 59% Brokers) |
| Phone | 716-800-4291 |
| Address | 400 Sterling Drive Orchard Park, NY 14127 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 4.8 | |
| Apple Inc | 4.4 | |
| Microsoft Corp | 3.2 | |
| Amazon Com Inc | 2.4 | |
| Alphabet Inc | 2.2 | |
| J P Morgan Chase & Co | 1.7 | |
| Broadcom Inc | 1.7 | |
| Facebook Inc | 1.4 | |
| Alphabet Inc | 1.2 | |
| Tesla Motors Inc | 1.1 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,083 | 319.6 |
| (b) Individuals (high net worth individuals) | 63 | 131.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,969 | 453.6 |
| By Discretionary | ||
| Discretionary | 2,969 | 453.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,969 | 453.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 453.3 | |
| Total | 2,969 | 453.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111172] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 (1 non-US) |
| Serves | Institutional, Retail |
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|---|---|---|
|
IVC Wealth Advisors LLC
✚
|
PA | 455.0 M |
|
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|
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Wakefield Asset Management LLLP
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Richmond Investment Services LLC
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|
IMZ Advisory Inc
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|
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KS | 452.6 M |
|
Old North State Wealth Management LLC
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|
NC | 452.6 M |
|
Certior Financial Group LLC
✚
|
PA | 452.3 M |
|
Pointe Capital Management LLC
✚
|
MI | 452.3 M |