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Building 2SILVER LAKE ADVISORY PARTNERS, LLC

Map pin
Phone941-259-2099
NotebookSEC #801-41655
Total AUM
$325.3M
Employees
4
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8 AM - 4 PM
Monday - Friday
Phone
941-259-2099
Other Offices
2

ReceiptFinancials

Total AUM
$325.3M
Accounts
159
Discretionary
$325.3M
Accounts
159
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$241.6M
HNW Individual Clients
90
AUM
$82.4M
Pension/Profit Sharing Plan Clients
7
AUM
$1.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMINHNJNYTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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