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Michelle L. Ross Earns the Accredited Wealth Management AdvisorSM (AWMA®) Designation

Silvercrest Asset Management Group Inc. Reports Q1 2021 Results


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NEW YORK, May 6, 2021 /PRNewswire/  Silvercrest Asset Management Group Inc. (NASDAQ: SAMG) (the Company or Silvercrest ) today reported the results of its operations for the quarter ended March 31, 2021.
Business Update
th year in business to culminate in our 20
th Anniversary celebration in April 2022. Silvercrest s founders and partners embarked on an entrepreneurial journey to create the foremost wealth and asset management boutique in the United States. We are proud at having created an enduring firm founded on bedrock principles and a strong and proud culture. We remain dedicated to putting our clients first and creating a business that serves its clients with highly regarded institutional-quality capabilities for generations.  ....

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Jacksonville tax preparer convicted of fraud | Jax Daily Record | Jacksonville Daily Record


A federal jury found Paul Berkins Moise guilty April 30 of 14 counts of filing false returns on behalf of unknowing clients and three counts of filing false tax returns on behalf of himself.
Moise faces a maximum penalty of three years in federal prison for each count. The government also will seek restitution for the tax losses arising out of the fraud, according to a news release from the Department of Justice.
His sentencing hearing is scheduled Aug. 9.
According to testimony, evidence presented at trial and state records, Moise owned and operated Asset Management Group Inc. at 435 Clark Road in Jacksonville. ....

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(SAMG) - Recap: Silvercrest Asset Mgmt Q4 Earnings


Company Profile
Silvercrest Asset Management Group Inc functions in the financial domain in the United States. Aided by a wide range of investment capabilities, it caters to a ultra-high net worth individuals and institutional investors. The company advises clients on traditional investment strategies focused on equities, fixed income and cash, as well as non-traditional investment strategies, including hedge funds, private equity funds, real estate and commodities. Its suite of services includes financial planning; tax planning and preparation; partnership accounting and fund administration; consolidated wealth reporting; estate or trust agency, and art consultancy and management.
  ....

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