Silverstone Asset Management Inc is a large advisory firm based in Omaha. It manages $854.82 million of regulatory assets for 293 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdictions of Iowa, Nebraska, and South Dakota.
Silverstone Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Silverstone Asset Management Inc is $854.82 million. The firm's AUM has grown by 586% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Silverstone Asset Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Jeffrey Donald Sharp is pension and profit sharing plans with 58 clients and $745.6 million of assets under management. Among the 7 most similar advisory firms, Silverstone Asset Management has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $854.82 million for 161 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Silverstone Asset Management doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Jeffrey Donald Sharp has been acting as President since 1 Jan 2013. Anthony Joseph Sorrentino joined the executive team most recently as the Chief Compliance Officer, Secretary.
The principal office where Silverstone Asset Management Inc performs its advisory services is located at 11516 Miracle Hills Dr., Omaha, NE 68154, which is also the mailing address of the firm. An additional office of the firm is in Council Bluffs, IA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 402-964-5400 or by fax 402-963-4084. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at silverstoneassetmanagement.com.