Overview
Assets Under Management: $320 million
High-Net-Worth Clients: 64
Average Client Assets: $4 million
Frequently Asked Questions
SILVER LAKE ADVISORY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #107625), SILVER LAKE ADVISORY, LLC is subject to fiduciary duty under federal law.
SILVER LAKE ADVISORY, LLC serves 64 high-net-worth clients according to their SEC filing dated January 08, 2025. View client details ↓
According to their SEC Form ADV, SILVER LAKE ADVISORY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SILVER LAKE ADVISORY, LLC manages $320 million in client assets according to their SEC filing dated January 08, 2025.
According to their SEC Form ADV, SILVER LAKE ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 64
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.53
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 496
Discretionary Accounts: 496
Regulatory Filings
CRD Number: 107625
Last Filing Date: 2025-01-08 00:00:00
Website: https://silverlakeadvisory.com