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SILO FINANCIAL LLC

CRD No. 324307 | RIA/Wealth Manager | Last Form ADV Filed on 19 Apr 2024 | Registration: SEC
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Silo Financial LLC is a Texas-based Limited Liability Company founded in May 2022 by Hariharan Jayakumar. The firm specializes in providing "robo-advisory" portfolio management services through an online platform, offering algorithm-based investment advice tailored to individual client characteristics such as risk tolerance and financial situation. Silo primarily focuses on fixed income securities and treasury inflation-protected bonds, with clients having the option to purchase individual bonds based on suitability scores assigned by the firm. As a fiduciary under the Investment Advisers Act of 1940, Silo is obligated to act in the best interest of its clients and disclose any conflicts of interest. The firm does not participate in wrap fee programs and currently manages $23,766 in non-discretionary assets as of April 2024. Clients have the final say in their investment decisions and can align their portfolios with personal values and beliefs.

Identifying Information
CRD No.
324307
Latest Filing
19 Apr 2024
SEC No.
801-127150
Form of Organization
Limited Liability Company
Legal Domicile
TX, United States
Registration
SEC
Contact Details
Phone
000-000-0000
Fax
000-000-0000
Company Information
Client Type with highest AUM
Individuals (other than high net worth individuals)
Proportion of Hedge Funds (by Gross Asset Value)
0%
Last change in no. of employees in an advisory capacity
0 %
Last change in AUM (Annualized)
0 %
Total Reg. AUM $0
$0
Employee Strength 2
2

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Direct Owners
Tangutur, Akhsheiy
MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER (More than 10% but less than 25%)
Jayakumar, Hariharan
MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER (75% or more)

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