Princeton, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$18,933,968,558
ClientsTotal clients
1,081
AdvisorsAdvisors at this office
2
Of 35 advisors across 9 offices
Location
821 Alexander Road, Suite 120
Princeton NJ 07921
Advisors at this office
2
Advisors at this office
Kathelene B
Series 65
Princeton, NJ
Silvercrest Asset Management Group LLC
Kathelene Burns is a financial advisor at Silvercrest Asset Management Group LLC with 10 years of industry experience. She holds a Series 65 designation and has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management alongside services such as bill paying, tax planning, and consolidated reporting. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies supplemented by outsourced CIO, due diligence, and quantitative risk analytics.
Ernest C
Series 63, Series 65
Princeton, NJ
Silvercrest Asset Management Group LLC
Ernest Cruikshank III is a financial advisor at Silvercrest Asset Management Group LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 23 years of industry experience. He has been with Silvercrest since 2015. Silvercrest Asset Management Group LLC provides investment management and family-office services to families and select institutional investors, offering both discretionary and non-discretionary portfolio management along with family office services. The firm manages approximately $36.5 billion in assets under advisement and employs a combination of proprietary equity and fixed-income strategies alongside outsourced CIO, due diligence, and quantitative risk analytics for institutional clients.
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