Silverleaf Advisor Group LLC
- Assets, Funds, Holdings
| Silverleaf Advisor Group LLC
|
| CRD # | 286071 |
| SEC # | 801-108787 |
| CIK # | |
| AUM |
|
| Employees |
17 (76% Investors, 76% Brokers)
|
| Phone | 402-934-7200 |
| Address | 12801 Pierce Street
Omaha, NE 68144 |
| Source |
[IAPD]
[Website] [Twitter] [LinkedIn] [Facebook]
|
|
Total AUM ($M)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($M) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
1,036
|
189.4 |
| (b) Individuals (high net worth individuals) |
544
|
433.2 |
| (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 |
25 |
28.5 |
| (h) Charitable organizations |
10 |
4.2 |
| (i) State or municipal government entities |
34 |
24.3 |
| (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 |
9 |
20.3 |
| (n) Other |
0 |
0.0 |
| Total |
3,234 |
699.9 |
| By Discretionary |
| Discretionary |
2,806 |
650.5 |
| Non-Discretionary |
428 |
49.3 |
| Total |
3,234 |
699.9 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
699.9 |
| Total |
3,234 |
699.9 |
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