Silver Lake Advisory Partners, LLC

RIASEC RegisteredEst. 1992
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, 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

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
  • Dara Rosen Cohen

    AttorneyCRD 6904400

  • Gregory Bangma

    Portfolio ManagerCRD 4145539

  • Nancy Elliott

    Investment AdviserCRD 5679622

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 15

Active vs passive

$45.6M in ETFs

Passive

97%

$44.1M

Active

0%

$1.5M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$12.7M126,09627.86%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth