Silver Spring Investment Advisors, LLC is a mid-sized advisory firm based in Norwalk. It manages $47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Connecticut.
Silver Spring Investment Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Silver Spring Investment Advisors, LLC is $47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -81% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Silver Spring Investment Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Silver Spring Investment Advisors, LLC performs its advisory services is located at 50 Washington Street, Norwalk, CT 06854, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 203-358-9021 EXT 963 or by fax 203-702-5380. The normal business hours are 8:30-5:30 on Monday - Friday.