SILVERSAGE ADVISORS
CRD #125820 SEC #801-78322 IRVINE, CA 949-223-5175
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
12
Clients
1
Accounts
0
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $0 | $0 | $0 | 12 | 0 |
| Feb 2021 | $385.8M | $385.5M | $368.6K | 12 | 0 |
| Jan 2021 | $385.8M | $385.5M | $368.6K | 12 | 0 |
| Jun 2020 | $385.8M | $385.5M | $368.6K | 12 | 0 |
| Mar 2020 | $385.8M | $385.5M | $368.6K | 12 | 0 |
| Aug 2019 | $318.3M | $318.3M | $0 | 12 | 0 |
| Jul 2019 | $318.3M | $318.3M | $0 | 12 | 0 |
| Mar 2019 | $318.3M | $318.3M | $0 | 12 | 0 |
| Feb 2019 | $288.4M | $284.9M | $3.5M | 10 | 0 |
| Oct 2018 | $288.4M | $284.9M | $3.5M | 10 | 0 |
| Mar 2018 | $288.4M | $284.9M | $3.5M | 10 | 0 |
| Jul 2017 | $241M | $221.5M | $19.5M | 10 | 320 |
| Jun 2017 | $241M | $221.5M | $19.5M | 10 | 320 |
| Feb 2017 | $236M | $217M | $19M | 11 | 320 |
| Mar 2016 | $198M | $182M | $16M | 12 | 320 |
| Mar 2015 | $202M | $189M | $13M | 10 | 330 |
| Jul 2014 | $185.6M | $174.7M | $10.9M | 7 | 330 |
| Mar 2014 | $185.6M | $174.7M | $10.9M | 7 | 330 |
| Aug 2013 | $100.7M | $94.9M | $5.8M | 4 | 200 |
| Jul 2013 | $100.7M | $94.9M | $5.8M | 4 | 200 |
| Jul 2013 | $100.7M | $94.9M | $5.8M | 4 | 200 |
| Jun 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| May 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| Apr 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| Apr 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| Feb 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| Jan 2012 | $61.8M | $60.2M | $1.5M | 1 | 200 |
| Jun 2011 | $61.7M | $59.8M | $1.9M | 5 | -- |
| Mar 2011 | $61.7M | $59.8M | $1.9M | 5 | -- |
| Jan 2008 | $46.3M | $45M | $1.3M | 5 | -- |
| Aug 2007 | $34.7M | $31.7M | $3M | 5 | -- |
| Feb 2007 | $34.7M | $31.7M | $3M | 5 | -- |
| Jan 2007 | $34.7M | $31.7M | $3M | 5 | -- |
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateFeb 2021
Total AUM$385.8M
Discretionary$385.5M
Non-Disc.$368.6K
Employees12
Clients0
DateJan 2021
Total AUM$385.8M
Discretionary$385.5M
Non-Disc.$368.6K
Employees12
Clients0
DateJun 2020
Total AUM$385.8M
Discretionary$385.5M
Non-Disc.$368.6K
Employees12
Clients0
DateMar 2020
Total AUM$385.8M
Discretionary$385.5M
Non-Disc.$368.6K
Employees12
Clients0
DateAug 2019
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees12
Clients0
DateJul 2019
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees12
Clients0
DateMar 2019
Total AUM$318.3M
Discretionary$318.3M
Non-Disc.$0
Employees12
Clients0
DateFeb 2019
Total AUM$288.4M
Discretionary$284.9M
Non-Disc.$3.5M
Employees10
Clients0
DateOct 2018
Total AUM$288.4M
Discretionary$284.9M
Non-Disc.$3.5M
Employees10
Clients0
DateMar 2018
Total AUM$288.4M
Discretionary$284.9M
Non-Disc.$3.5M
Employees10
Clients0
DateJul 2017
Total AUM$241M
Discretionary$221.5M
Non-Disc.$19.5M
Employees10
Clients320
DateJun 2017
Total AUM$241M
Discretionary$221.5M
Non-Disc.$19.5M
Employees10
Clients320
DateFeb 2017
Total AUM$236M
Discretionary$217M
Non-Disc.$19M
Employees11
Clients320
DateMar 2016
Total AUM$198M
Discretionary$182M
Non-Disc.$16M
Employees12
Clients320
DateMar 2015
Total AUM$202M
Discretionary$189M
Non-Disc.$13M
Employees10
Clients330
DateJul 2014
Total AUM$185.6M
Discretionary$174.7M
Non-Disc.$10.9M
Employees7
Clients330
DateMar 2014
Total AUM$185.6M
Discretionary$174.7M
Non-Disc.$10.9M
Employees7
Clients330
DateAug 2013
Total AUM$100.7M
Discretionary$94.9M
Non-Disc.$5.8M
Employees4
Clients200
DateJul 2013
Total AUM$100.7M
Discretionary$94.9M
Non-Disc.$5.8M
Employees4
Clients200
DateJul 2013
Total AUM$100.7M
Discretionary$94.9M
Non-Disc.$5.8M
Employees4
Clients200
DateJun 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateMay 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateApr 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateApr 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateFeb 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateJan 2012
Total AUM$61.8M
Discretionary$60.2M
Non-Disc.$1.5M
Employees1
Clients200
DateJun 2011
Total AUM$61.7M
Discretionary$59.8M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2011
Total AUM$61.7M
Discretionary$59.8M
Non-Disc.$1.9M
Employees5
Clients--
DateJan 2008
Total AUM$46.3M
Discretionary$45M
Non-Disc.$1.3M
Employees5
Clients--
DateAug 2007
Total AUM$34.7M
Discretionary$31.7M
Non-Disc.$3M
Employees5
Clients--
DateFeb 2007
Total AUM$34.7M
Discretionary$31.7M
Non-Disc.$3M
Employees5
Clients--
DateJan 2007
Total AUM$34.7M
Discretionary$31.7M
Non-Disc.$3M
Employees5
Clients--