Advisor at Sila FInancial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sila FInancial, LLC
Location
Ketchum, ID
Credentials
Series 63, Series 66
Industry experience
55 years
Based on Sila FInancial, LLC
Based on Sila FInancial, LLC
$0 - $1,000,000: 1.00% annually $1,000,001 - $3,000,000: 0.50% annually $3,000,001+: 0.25% annually
Commissions earned by affiliated persons for sale of insurance products and through broker-dealer relationships; separate from advisory fees
Account minimum: $100,000 Fee-only: Fee-based investment advisory services
Ketchum, ID
Idaho · Washington
Sila FInancial, LLC
2020 - Present (6 years)
Purshe Kaplan Sterling Investments
2020 - 2021 (1 year)
Kms Financial Services, Inc.
2001 - 2020 (19 years)
Kms Financial Services Inc
2000 - 2020 (20 years)
Self Employed Insurance Brokerage
1971 - 2018 (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Hailey, ID
Wood River Consulting
Series 63, Series 65
Hailey, ID
Davis Investment Group, Ltd.
Series 63, Series 65
Ketchum, ID
McRae Capital Management L.L.C.
Series 63
Sun Valley, ID
Gregory Lyle & Co.
Series 65
Hailey, ID
Redpoint Investment Advisors
Series 65
Hailey, ID
Sun Valley Advisors, Inc.
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