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SILVER LAKE ADVISORY PARTNERS, LLC
CRD 107625 · SEC 801-41655
CA, United States
Phone
941-259-2099
Fax
801-214-1877
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$325.3M
Discretionary AUM
$325.3M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $241.6M |
| High net worth individuals | 90 | $82.4M |
| Pension/profit sharing plans | 7 | $1.2M |
States served
CA, MA, MI, NJ, NY, UT, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD