AUMdb
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Silver Tiger Advisors Llc

State-registered Wealth Manager · Boutique (under $100M) CRD 305189 ·
☆ Save with Pro ADV data as of Jul 19, 2022
Regulatory AUM
$5.8M
Discretionary
$4.1M
Clients
Avg AUM / client
Accounts
15
Employees
2

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) Fewer than 5 clients $625K 10.7%
High net worth individuals Fewer than 5 clients $5.2M 89.3%

People (2)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Jasjeet Singh Sood Registered representative Sep 2019 (7y)
William Joseph Kennedy Registered representative Oct 2019 (7y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 07/19/2022 990 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management
  • Fixed fees
  • Performance-based fees

Services

  • Financial planning services
  • Portfolio management for individuals/small businesses
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 19, 2022.

View current Form ADV (SEC/IAPD) ↗