Silvercrest Asset Management Group
Silvercrest Asset Management Group, based in San Diego, CA, is a premier investment advisory firm that has been serving individuals, families, institutional investors, endowments, and foundations for over twenty years. With a strong commitment to excellence, the firm boasts a 98% client retention rate and manages approximately $365 billion in assets as of March 31, 2025.
Specializing in personalized service and open communication, Silvercrest offers tailored investment solutions, including equity management and outsourced chief investment officer services. Their experienced team focuses on addressing the unique financial goals and risk tolerances of their clients, ensuring a high level of satisfaction and trust.
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