Adviser Profile
| As of Date | 03/02/2021 |
| Registration status | Registration Changed to SILA FINANCIAL, LLC |
| ADV Location | SNOHOMISH, WA, United States |
| AUM* | 62,354,157 |
| of that, discretionary | 62,354,157 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 344,498 |
| % High Net Worth | 35.71% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
62M
53M
45M
36M
27M
18M
9M
2020
2021
Private Funds
No private funds