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 registered investment adviser organized as a limited liability company and SEC-registered since 1992. The firm operates under individual ownership and bills clients on a percentage-of-AUM basis. Its client mix includes individual and family investors as well as institutional relationships. Core advisory services are financial planning and portfolio management tailored to individuals and small businesses. The firm is not characterized as an active ESG investor and is not listed as a capital allocator in the snapshot data.
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 17Active vs passive
$46.9M in ETFs
96%
$45M
1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERNATIONAL DIVIDEND APPRECIATION INDEX FUND (VIGI) | Vanguard | Passive | Foreign Large Growth | $11.7M | 125,809 | 25.03% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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