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| Silver Lake Advisory LLC
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| CRD # | 107625 |
| SEC # | 801-41655 |
| CIK # | 0001596055 |
| AUM | $320.5 M (2025-01-08) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 801-733-9470 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001596055 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Cisco Systems Inc | 9.0 | ||
| AbbVie Inc | 8.7 | ||
| Abbott Laboratories | 7.8 | ||
| Paychex Inc | 7.4 | ||
| Kinder Morgan Inc | 6.8 | ||
| Microsoft Corp | 6.1 | ||
| MetLife Inc | 6.1 | ||
| Digital Realty Trust Inc | 5.9 | ||
| UNUM Group | 5.9 | ||
| Henry Jack & Associates Inc | 5.6 | ||
| Automatic Data Processing Inc | 5.5 | ||
| Corning Inc /NY | 5.4 | ||
| Regions Financial Corp | 5.3 | ||
| Johnson & Johnson | 5.2 | ||
| Applied Materials Inc /DE | 5.1 | ||
| Garmin Ltd | 4.0 | ||
| Genuine Parts Co | 4.0 | ||
| First Solar Inc | 3.7 | ||
| Becton Dickinson & Co | 3.4 | ||
| Zoom Video Communications Inc | 3.3 | ||
| Docusign Inc | 3.2 | ||
| McDonalds Corp | 3.2 | ||
| Bank of Montreal /Can/ | 3.1 | ||
| Pembina Pipeline Corp | 3.1 | ||
| Emerson Electric Co | 3.1 | ||
| Safety Insurance Group Inc | 3.0 | ||
| Amdocs Ltd | 3.0 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 80.5 |
| (b) Individuals (high net worth individuals) | 64 | 238.9 |
| (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 | 5 | 0.6 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 496 | 320.5 |
| By Discretionary | ||
| Discretionary | 496 | 320.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 496 | 320.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 320.5 | |
| Total | 496 | 320.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001596055] |
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|---|---|---|
|
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AR | 0.3 |
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Saltmarsh Financial Advisors LLC
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