David Feinman
Silverlake Portfolio Advisors · Los Angeles, California
David Feinman is a fee-only financial advisor at Silverlake Portfolio Advisors in Los Angeles, California. David focuses on sustainable & impact investing. Silverlake Portfolio Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | Silverlake Portfolio Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $44.5M across 139 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6254180 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.silverlakeportfolio.com |
| Profile |
How David's firm compares
- Silverlake Portfolio Advisors's average account is about $320,000, from its Form ADV (assets managed divided by 139 accounts).
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Questions about David
Is David Feinman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Silverlake Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Silverlake Portfolio Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is David Feinman based?
David Feinman is based in Los Angeles, California.
What does David specialize in?
David's specialties include sustainable & impact investing.
Is David Feinman registered with the SEC?
Yes. David Feinman is registered as an investment adviser representative in CA (CRD 6254180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silverlake Portfolio Advisors manage?
Silverlake Portfolio Advisors reports $44.5M across 139 accounts in assets under management.
How do I contact David Feinman?
Through David's website, www.silverlakeportfolio.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Other advisors in California who focus on sustainable & impact investing
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Silverlake Portfolio Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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