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| Silver Lake Advisory LLC
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| |
|---|---|
| CRD # | 107625 |
| SEC # | 801-41655 |
| CIK # | 0001596055 |
| AUM | $253.2 MM (2024-01-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 801-733-9470 |
| Address | 2688 Grand Vista Way Cottonwood Heights, UT 84121 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| ABBV | 269,466.6 | 9.8 | |
| DLR | 38,305.5 | 7.8 | |
| QCOM | 147,392.0 | 7.4 | |
| AMAT | 82,662.4 | 6.4 | |
| PAYX | 43,278.8 | 6.4 | |
| CSCO | 178,309.9 | 6.3 | |
| ABT | 187,298.3 | 6.0 | |
| MSFT | 1,918,222.4 | 5.5 | |
| MET | 51,833.7 | 5.4 | |
| JKHY | 13,144.3 | 5.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 81 | 40.5 |
| (b) Individuals (high net worth individuals) | 57 | 211.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 428 | 253.2 |
| By Discretionary | ||
| Discretionary | 428 | 253.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 428 | 253.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 253.2 | |
| Total | 428 | 253.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001596055] |
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|---|---|---|
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