Silvercrest Asset Management Group

Call
Website
825 N Jefferson St Ste 400
Milwaukee, WI 53202
+1 (414) 225-7399
https://www.silvercrestgroup.com

Silvercrest Asset Management Group, founded 22 years ago, offers personalized asset management services to individuals, families, institutional investors, endowments, and foundations. As of September 30, 2024, the firm manages $35.1 billion in assets, proudly maintaining a client retention rate of 98 percent.

With an emphasis on quality advice and open communication, Silvercrest specializes in addressing issues like concentrated stock diversification, retirement investing, estate and tax planning, business succession, and equity management. The firm's tailored approach ensures its clients' personal and institutional financial needs are consistently met with expertise.

This description was generated from their website

Also at this address

Own this business?
See a problem?

You might also like

CNN Property Management
Industrial and labor consulting services, Stock brokers and dealers, Financial consultant

CNN Property Management

Ziegler Financing Corporation specializes in providing high-leveraged, low-cost, fixed rate debt nationwide to for-profit, nonprofit and community-based organizations. It provides services to organizations like skilled nursing, assisted living, Alzheimer care, other licensed care, independent living and hospitals. The company is a licensed U.S. Department of Housing and Urban Development (HUD) lender of B.C. Ziegler and Company, which is one of the largest companies in Wisconsin providing complete financial services. Established in 1902, B.C. Ziegler and Company offers alternative investments, asset management, investment banking and wealth management. Some of the clients of the company are Northwest University, Kirkland, Luther College and the Escondido Charter High School. It is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation.
Services, nec, nec, Financial management for business, Certified public accountant

1492 Capital Management

Ziegler Capital Management, operating under the name ZCM, is a registered investment adviser based in Milwaukee, WI, primarily servicing institutional investors, financial advisors, and private wealth clients. The firm offers a diverse range of investment strategies, including equity strategies for various capital sizes and fixed income solutions tailored to meet the specific needs of its clientele. With a focus on institutional investment, ZCM provides comprehensive investment approaches, including Large Cap Core, Large Cap Growth, Mid Cap Core, and multiple Fixed Income strategies. The firm is a majority-owned indirect subsidiary of 1251 Capital Group Inc., ensuring its commitment to asset management and financial stewardship. Generated from the website
Financial management for business, Financial consultant

Public Financial Management

Public Financial Management is a reputable financial advisory firm located in Milwaukee WI. Specializing in public finance they offer expert guidance to municipalities and non-profit organizations helping clients navigate complex financial challenges. With a focus on strategic planning and investment management their team is dedicated to delivering tailored solutions that drive fiscal responsibility and community growth. Generated from this place's information
United States›Wisconsin›Milwaukee›Silvercrest Asset Management Group

Partial Data by Infogroup (c) 2025. All rights reserved.