Silver Lake Advisory Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$324,086,722
Clients
152
Advisors
4
across 3 offices
About
Silver Lake Advisory Partners provides discretionary investment management and complimentary financial planning to individuals, high-net-worth clients, families, and small charitable foundations and endowments. The firm manages accounts across common retail account types (IRAs, trusts, joint and individual accounts) and invests in stocks, corporate and municipal bonds, mutual funds, ETFs and cash equivalents, with all client assets custodied at Charles Schwab (approximately $325.3 million reported).
SLA’s investment process relies primarily on fundamental analysis with attention to corporate cash flow and dividend growth, emphasizing long-term purchases while retaining flexibility for shorter-term trades, occasional option writing to manage concentrated positions, and year‑end or tax-aware adjustments. Portfolios are customized to client risk tolerance, income needs and tax status, and the firm exercises discretionary authority to implement rebalancing and client‑specific restrictions where feasible.
Compared with many peers, SLA discloses the use of borrowing within separately managed accounts and the occasional use of covered options and tax‑timing strategies as implementation tools, practices that are less common among similar team firms. The firm also notes no account minimum and provides financial planning at no separate fee, and it maintains formal policies such as a Trusted Contact Person program and procedures to freeze accounts when elder abuse or exploitation is suspected.
Client services
Expertise
Occupation focus
Fee options
$0 - $5 million: 1.0% of equity assets (except for charitable organizations) $5 million+: 0.8% of equity assets (except for charitable organizations) $0 - $5 million: 0.6% of equity assets for charitable organizations $5 million+: 0.45% of equity assets for charitable organizations $0+: 0.50% of mutual funds and exchange traded funds $0+: 0.35% of fixed income assets (corporate and municipal bonds) $0+: 0.00% of cash, money market funds, and treasuries
Fee-only: Fees are negotiable and may be discounted or waived on a client-by-client basis.
Main office
See officeLongboat Key FL
Advisors at this office
2
Offices (3)
Most active in
California · Connecticut · Florida · Massachusetts · Michigan · New Hampshire · New Jersey · New York · Texas · Utah
Also doing business as
Cohen Ronna Sue · Ronna Cohen · Silver Lake Advisory · Silver Lake Advisory Partners, LLC · Silver Lake Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Nancy E
CFP®
Melissa, TX
Silver Lake Advisory Partners, LLC
Nancy Elliott is a CFP® professional at Silver Lake Advisory Partners, LLC with six years of industry experience. She has been with Silver Lake Advisory since 2010. Silver Lake Advisory Partners, LLC provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm focuses on fundamental analysis with attention to corporate cash flow and dividend growth, tailoring portfolios to clients’ risk tolerance, income needs, tax status, and objectives.
Ronna C
Series 63, Series 65
Longboat Key, FL
Silver Lake Advisory Partners, LLC
Ronna Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 1992. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to client-specific risk tolerance, income needs, tax status, and objectives.
Dara R
Series 65
Salt Lake City, UT
Silver Lake Advisory Partners, LLC
Dara Rosen Cohen is a financial advisor at Silver Lake Advisory Partners, LLC with eight years of industry experience. She holds a Series 65 designation and has worked at Silver Lake Advisory since 2018. In addition to her advisory role, she operates a full-time legal practice specializing in estate planning and probate. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth, tailoring portfolios to clients' risk tolerance, income needs, tax status, and objectives.
Gregory B
Series 63, Series 65
Longboat Key, FL
Silver Lake Advisory Partners, LLC
Gregory Bangma is a financial advisor at Silver Lake Advisory Partners, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Silver Lake Advisory since 2013. Silver Lake Advisory Partners provides discretionary portfolio management and integrated financial planning to individuals, high-net-worth clients, families, small foundations, and endowments. The firm emphasizes fundamental analysis focused on corporate cash flow and dividend growth and tailors portfolios to client-specific risk tolerance, income needs, tax status, and objectives.
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