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Broc Phillip Kreitz

SILVERLEAFE CAPITAL PARTNERS, LLC·GERMANTOWN, Tennessee
Unclaimed Profile
6815 POPLAR AVENUE, SUITE 205, GERMANTOWN, TN 38138CRD# 2960353Firm CRD# 133174
01

About

Broc Phillip Kreitz is a registered financial advisor based in GERMANTOWN, Tennessee, affiliated with SILVERLEAFE CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILVERLEAFE CAPITAL PARTNERS, LLC
SILVERLEAFE CAPITAL PARTNERS, LLC
AUM
$403M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SILVERLEAFE CAPITAL PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 2960353
Firm CRD# 133174
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Broc Phillip Kreitz offer?
Broc Phillip Kreitz specializes in Financial Planning, Investment Management. Contact their office in GERMANTOWN, Tennessee for a consultation.
What are Broc Phillip Kreitz's credentials?
Broc Phillip Kreitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Broc Phillip Kreitz located?
Broc Phillip Kreitz is based in GERMANTOWN, Tennessee, working with SILVERLEAFE CAPITAL PARTNERS, LLC. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does Broc Phillip Kreitz charge for services?
Broc Phillip Kreitz's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SILVERLEAFE CAPITAL PARTNERS, LLC?
SILVERLEAFE CAPITAL PARTNERS, LLC has approximately 4 employees and manages $403M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GERMANTOWN
Robert B Wade — W ADVISORS LLCWilliam Daniel Patterson — SILVERLEAFE CAPITAL PARTNERS, LLCJames Mason Cousins — SILVERLEAFE CAPITAL PARTNERS, LLCDavid Carl Jones — DAVID CARL JONES INVESTMENTS, L.L.C.Morris Gordon Nutt — TRINITY CAPITAL MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)KNOXVILLE (157)BRENTWOOD (154)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideKNOXVILLE GuideBRENTWOOD Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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