CRD: 107625
Silver Lake Advisory Partners, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-04-1992
- Office Locations
- 3
Office Locations
About Silver Lake Advisory Partners, LLC
Silver Lake Advisory, LLC is a registered investment adviser providing investment management and financial planning, including portfolio construction and tax/business-succession planning. The firm emphasizes diversified asset allocation and risk management, often using ETFs and mutual funds across equities and fixed income, with themes including socially responsible and emerging-markets exposure. Works with entrepreneurs and other individuals; primary custodian is Charles Schwab. Team includes JD/MBA, CMT, and CFP professionals.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
GREGORY V. BANGMA
Portfolio Manager
- CRD
- #4145539
- Ownership
- 50% but less than 75%
NANCY A ELLIOTT
Client Services Manager, Managing Member
- CRD
- #5679622
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
RONNA SUE COHEN
Financial Advisor
- CRD
- #1201515
Dara Rosen Cohen
--
- CRD
- #6904400
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $325,334,211 | $2,046,127 |
| Non-Discretionary | $0 | -- |
| Total | $325,334,211 | $2,046,127 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing