CRD: 175210
Silverlake Portfolio Advisors LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-27-2015
- Office Locations
- 1
Office Locations
About Silverlake Portfolio Advisors LLC
Silverlake Portfolio Advisors is a Los Angeles-based fiduciary RIA providing personalized financial planning and investment management. Its evidence-based philosophy emphasizes broad, total-world diversification using institutional-class mutual funds and ETFs, with sustainability and SMA portfolio options for values-aligned clients. The firm runs largely cloud-based and paperless operations; custody includes Charles Schwab.
Team overview
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Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
DAVID SIMEON FEINMAN
Chief Compliance Officer, Managing Member, Principal
- CRD
- #6254180
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,480,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,480,340 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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