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Silver Leaf Financial
Silver Leaf Financial, Inc. is an independent, family-owned registered investment advisory firm. The firm focuses on objective advice free from third-party...
Overview
Silver Leaf Financial, Inc. is an independent, family-owned registered investment advisory firm. The firm focuses on objective advice free from third-party influence, with transparent fees, and offers retirement and investment solutions designed around each client’s personal situation. As Registered Investment Advisors they have a legal fiduciary responsibility to act in clients’ best interests and provide holistic advisory services including estate planning, investments, and insurance.
General information
Year founded
2003
Location
City
Surprise
Principals
Kevin Brucher
President / CEO and Founder
Kevin Brucher
CEO / Founder
Frequently asked questions
What investment strategy does Silver Leaf Financial pursue?
The firm's investment strategy is not verifiable from any public source. Asset class mix, stage focus, and geographic footprint remain undisclosed.
Does Silver Leaf Financial have any publicly known investments?
No portfolio companies, direct investments, or fund commitments have been identified in open sources. The firm maintains a minimal public footprint.
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