Silver Lake Advisory Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 107625
- Registered since
- June 4, 1992
- Website
- www.silverlakeadvisory.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals74.28%
- HNWI25.34%
- Pension & Profit Sharing Plans0.38%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Silver Lake Advisory Partners, LLC is an independent, owner-operated registered investment adviser incorporated as an LLC and in business since 1992. The firm runs a fee-for-assets model and concentrates on financial planning and discretionary portfolio management for individuals, families and small-business clients. It does not position itself as an ESG specialist, does not advertise pension‑consulting services, and reports no related-adviser affiliations. The adviser appears to blend traditional equity exposure with a liquidity sleeve and outsourced alternative allocations, relying on third‑party managers for non‑core strategies rather than operating an in‑house alternative platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities69%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds7%
- US Government Bonds2%
Owners & executives
1 of 1
Ronna Cohen
President and CEOCRD 1201515
Contacts
3 of 3Dara Rosen Cohen
AttorneyCRD 6904400
Gregory Bangma
Portfolio ManagerCRD 4145539
Nancy Elliott
Investment AdviserCRD 5679622
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 15Active vs passive
$45.6M in ETFs
97%
$44.1M
0%
$1.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) | BlackRock | Passive | Ultrashort Bond | $12.7M | 126,096 | 27.86% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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