← Back to searchVisit website
SILVER LEAF FINANCIAL, INC.
CRD 153037
9375 E SHEA BLVD, SUITE 100, SCOTTSDALE, AZ, 85260, United States
Phone
877-520-9700
Fax
866-875-5272
Registration
— (—)
Source
State registered
Total AUM
$9.5M
Discretionary AUM
$9.5M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisersGENERAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $9.5M |
All web addresses on file
Official SEC filing: View on IAPD