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Silverhelix, Inc. (Crystal Lake)


Silverhelix, Inc. is a multi-state adviser based in Crystal Lake. It manages $9.8 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Illinois.

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Silverhelix provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Silverhelix: assets under management

The assets under management (AUM) of Silverhelix, Inc. is $9.8 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $200 thousand in discretionary accounts and $9.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $66.67 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.8 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Silverhelix, Inc. for their services and products based on a percentage of assets under management, subscription fees, and performance-based fees. 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.

Based in Crystal Lake

The principal office where Silverhelix, Inc. performs its advisory services is located at 3763 Erin Court, Crystal Lake, IL 60012, 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 815-260-7500 or by fax 815-260-7500. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.silverhelix.com.


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