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
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

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 69%, Public Funds/Mutual Funds 14%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 7%, US Government Bonds 2%69%
  • Exchange Traded Equities69%
  • Public Funds/Mutual Funds14%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds7%
  • US Government Bonds2%

Owners & executives

1 of 1
  • Ronna Cohen

    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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 17

Active vs passive

$46.6M in ETFs

Passive

96%

$44.7M

Active

1%

$1.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI)VanguardPassiveForeign Large Growth$11.8M125,05325.33%

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth