Silver Lake Advisory Partners, LLC logo

Silver Lake Advisory Partners, LLC

Updated today

Client assets under management

$324,086,722

Clients

152

59% high-net worth

Advisors

4

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

38

Low

Average account size

$2,132,149

About

Silver Lake Advisory Partners provides discretionary investment management and complimentary financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm manages accounts across common retail account types (IRAs, trusts, joint and individual accounts) and invests in stocks, corporate and municipal bonds, mutual funds, ETFs and cash equivalents, with all client assets custodied at Charles Schwab (approximately $325.3 million reported).

SLA’s investment process relies primarily on fundamental analysis with attention to corporate cash flow and dividend growth, emphasizing long-term purchases while retaining flexibility for shorter-term trades, occasional option writing to manage concentrated positions, and year‑end or tax-aware adjustments. Portfolios are customized to client risk tolerance, income needs and tax status, and the firm exercises discretionary authority to implement rebalancing and client‑specific restrictions where feasible.

Compared with many peers, SLA discloses the use of borrowing within separately managed accounts and the occasional use of covered options and tax‑timing strategies as implementation tools, practices that are less common among similar team firms. The firm also notes no account minimum and provides financial planning at no separate fee, and it maintains formal policies such as a Trusted Contact Person program and procedures to freeze accounts when elder abuse or exploitation is suspected.

Client services

Financial planning Portfolio management

Expertise

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management

Occupation focus

Retired

Fee options

Percentage

$0 - $5 million: 1.0% of equity assets (except for charitable organizations) $5 million+: 0.8% of equity assets (except for charitable organizations) $0 - $5 million: 0.6% of equity assets for charitable organizations $5 million+: 0.45% of equity assets for charitable organizations $0+: 0.50% of mutual funds and exchange traded funds $0+: 0.35% of fixed income assets (corporate and municipal bonds) $0+: 0.00% of cash, money market funds, and treasuries

Other

Fee-only: Fees are negotiable and may be discounted or waived on a client-by-client basis.

Main office location

Silver Lake Advisory Partners, LLC

Longboat Key FL, United States

Number of offices

3

Most active in

California · Connecticut · Florida · Massachusetts · Michigan · New Hampshire · New Jersey · New York · Texas · Utah

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nancy E

CFP®

Melissa, TX

Silver Lake Advisory Partners, LLC

Nancy Elliott is a CFP® professional at Silver Lake Advisory Partners, LLC with six years of industry experience. She has been with Silver Lake Advisory since 2010. Silver Lake Advisory Partners, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm focuses on fundamental analysis with attention to corporate cash flow and dividend growth, tailoring portfolios to clients’ risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
user avatar

Ronna C

Series 63, Series 65

Longboat Key, FL

Silver Lake Advisory Partners, LLC

Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
user avatar

Dara R

Series 65

Salt Lake City, UT

Silver Lake Advisory Partners, LLC

Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
user avatar

Gregory B

Series 63, Series 65

Longboat Key, FL

Silver Lake Advisory Partners, LLC

Gregory Bangma is a financial advisor at Silver Lake Advisory Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 2013. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth and tailors portfolios to client-specific risk tolerance, income needs, tax status, and objectives.

Retirement income strategy Income planning Tax-loss harvesting Concentrated stock management Retired
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