Silver Lake Advisory, LLC
Silver Lake Advisory, LLC is an SEC-registered investment adviser headquartered in Cottonwood Heights, Utah. Founded to deliver asset management and financial planning services, the firm primarily serves individuals and high net worth individuals. Offering both discretionary asset management and financial planning, Silver Lake Advisory, LLC manages portfolios tailored to client goals and circumstances. The firm has a small team and works closely with clients, with most assets under management attributed to high net worth individuals.
Investment Strategy
Silver Lake Advisory, LLC provides investment advisory services including discretionary asset management and comprehensive financial planning for retail investors. The firm does not limit its recommendations to specific types of securities, instead selecting products that best fit each client's unique goals and needs. Their portfolios may include a range of asset classes (equities, mutual funds, ETFs, fixed income, cash, etc.), all available through the client's custodian platform. The firm continuously monitors accounts and customizes strategies based on clients’ evolving needs. Asset management fees are tiered based on asset classes, incentivizing a focus on value and client alignment.
Top Holdings
Equity Positions (104)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SGOV | ISHARES TR | 4.56% | $11.5M | 113,800 | $100.64 | $100.70 | +$9.5M |
A ABBV | ABBVIE INC | 4.36% | $11.0M | 47,329 | $80.83 | $231.54 | +$2.2M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.75% | $9.4M | 18,705 | $218.26 | $502.74 | +$317.4K |
C CSCO | CISCO SYS INC | 3.56% | $8.9M | 130,781 | $31.73 | $68.42 | -$85.3K |
G GLW | CORNING INC | 3.35% | $8.4M | 102,394 | $32.21 | $82.03 | +$3.0M |