SIVIA CAPITAL PARTNERS, LLC

495 Miller Avenue
Suite 206
Mill Valley, California 94941
Tel: (415) 231-7490

About SIVIA CAPITAL PARTNERS, LLC

SIVIA CAPITAL PARTNERS, LLC, formally registered with the SEC as SIVIA CAPITAL PARTNERS, LLC. The firm was established in 02/10/2014. They have over 1 offices throughout the country.

SIVIA CAPITAL PARTNERS, LLC is a Mill Valley, California based Financial Planning firm with nearly $512,876,537 assets under management, offering retirement planning & investment advisory services to 383 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170413
SEC#	801-79173
Assets Managed by Firm	$512,876,537
No. of Clients	383
No. of Advisors	3

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	383	$512,876,537
Individuals (other than high net worth individuals)	5	$1,529,407
High net worth individuals	51	$511,347,130

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