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Silver Strand Financial Planning
SILVER STRAND FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $9 million in regulatory assets under management on a...
Silver Strand Financial Planning
SILVER STRAND FINANCIAL PLANNING is an SEC-registered investment adviser. The firm manages approximately $9 million in regulatory assets under management on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Silver Strand Financial Planning?
No named investment principal is identified in public records or any known database as of 2026. The firm does not maintain a public website or LinkedIn profile that lists team members. Without a named CIO or advisor, it is not possible to attribute decision-making authority within the firm.
How does Silver Strand Financial Planning source investment opportunities?
The firm has no publicly disclosed sourcing methodology. It operates as an RIA focused on financial planning rather than direct deal origination. If it participates in alternative investments, those would likely flow through external custodians or platform offerings, though no such relationships are documented in public records.
Is Silver Strand Financial Planning a single-family office or a multi-family office?
Based on its name and RIA registration, the firm appears structured as a multi-family office serving multiple individuals or families, not a single-family office with a concentrated mandate. However, the lack of public documentation prevents confirming its client composition or number of households.
What investment stages does Silver Strand Financial Planning typically target?
No stage preference or asset-class focus is disclosed. As a financial-planning RIA, the firm may focus on traditional long-only portfolios in equities and fixed income for its clients, but no public statements confirm any venture, growth, or private equity stage preferences.
Does Silver Strand Financial Planning maintain any philanthropic or charitable structures?
There is no public record of a foundation, donor-advised fund, or charitable entity affiliated with Silver Strand Financial Planning. The firm does not appear to operate philanthropic vehicles separate from its RIA operations based on available data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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