DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

265 Lytton Ave.
Suite 301
Palo Alto, California 94301
Tel: 650-395-2863

About DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC.

DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC, formally registered with the SEC as DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. The firm was established in 10/25/2023. They have over 1 offices throughout the country.

DAIWA CAPITAL MANAGEMENT SILICON VALLEY INC. is a Palo Alto, California based Financial Planning firm with nearly $280,652,947 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307581
SEC#	801-128802
Assets Managed by Firm	$280,652,947
No. of Clients	2
No. of Advisors	2

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	2	$280,652,947

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