Silver Lake Advisory is an investment advisor in Cottonwood Heights with $270.39 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Ronna Sue Cohen
SEC CIK
IRS number
43026385
SEC advisor number
801-41655
FINRA CRD number
107625
AUM ?
$270.39 mm
(as of 9 Dec 22)
Accounts
418
(as of 9 Dec 22)
Employees
4
(3 investment advisory or research)
Address
Silver Lake Advisory
2688 GRAND VISTA WAY
COTTONWOOD HEIGHTS
UT 84121
2688 GRAND VISTA WAY
COTTONWOOD HEIGHTS
UT 84121
Office hours
Monday - Friday, 8 AM - 4 PM
Phone
801-733-9470
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Cohen, Ronna, Sue | President/chief Compliance Officer | 04/1992 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
23 Apr 24
13F-HR
Quarterly holdings report by institutional manager
6 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
24 Jul 23
13F-HR
Quarterly holdings report by institutional manager
25 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
20 Oct 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
28 Jul 22
13F-HR
Quarterly holdings report by institutional manager
27 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22