Silver Grove Financial Group, Inc.
● SEC registered since 2017CRD 287512SEC# 801-110045Orchard Park, NY
Reg. AUM
$453.6M
Employees
17
Accounts
2,969
Location
Orchard Park, NY
Silver Grove Financial Group, Inc. assets under management
Silver Grove Financial Group, Inc. is an SEC-registered investment adviser based in Orchard Park, NY. The firm has been registered since 2017. It reports $453.6 million in regulatory assets under management and employs 17 people.
Silver Grove Financial Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Joseph Weber Control | Founder - President | 50-75% | 2017 |
| Ryan Daniel Seufert Control | Founder - Vice President And Chief Compliance Officer | 50-75% | 2017 |
Frequently asked questions
How much does Silver Grove Financial Group, Inc. manage?
Silver Grove Financial Group, Inc. reports $453.6 million in regulatory assets under management on its Form ADV.
How many employees does Silver Grove Financial Group, Inc. have?
Silver Grove Financial Group, Inc. reports 17 employees.
Where is Silver Grove Financial Group, Inc. located?
Silver Grove Financial Group, Inc. is based in Orchard Park, NY and has been SEC-registered since 2017.
Does Silver Grove Financial Group, Inc. disclose fund performance?
Silver Grove Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 400 Sterling Drive, Orchard Park, NY 14127 |
| Phone | (716) 800-4291 |
| Fax | (716) 970-4545 |
| Office hours | 9-5 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$453.6M▲ 77%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$453.6Mregulatory AUM
Discretionary $453.6M