Silver Lake Advisory Partners, LLC

RIASEC Registered

Total AUM

$325M

Discretionary

$325M

100% of AUM

Avg account

$2M

Accounts

159

Employees

4

Advisory reps

4

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

FINTRX

Overview

Silver Lake Advisory Partners, LLC is an independent registered investment adviser organized as a limited liability company. The firm is registered with the SEC (registered in 1992) and is owned by an individual. Its client base spans high-net-worth individuals and families as well as some institutional relationships. Core services are fee-based portfolio management and financial planning for individuals and small businesses, with fees charged as a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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 3

Nancy Elliott
Investment Adviser RepresentativeCRD 5679622
Gregory Bangma
Portfolio ManagerCRD 4145539
Dara Rosen Cohen
Investment Adviser RepresentativeCRD 6904400

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 17

Active vs passive

$46.6M in ETFs

Passive

96%

$44.7M

Active

1%

$1.9M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI)	Vanguard	Passive	Foreign Large Growth	$11.8M	125,053	25.33%

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Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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