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SILVESTRI FINANCIAL AND TAX ADVISORS, INC

CRD 306571

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$46.5M

Discretionary AUM

$46.5M

Team

3 total employees; 2 advisory reps

Clients

—

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-03-17

Disciplinary history

No

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Services

Selection of other advisersEducational seminarsFINANCIAL CONSULTING

Client types

TypeClientsAUM
Individuals124$38.7M
High net worth individuals5$7.8M
Corporations/business entities1$69K

All web addresses on file

Official SEC filing: View on IAPD