SVB ASSET MANAGEMENT

222 2nd Street
San Francisco, California 94105
Tel: 866-719-9117

About SVB ASSET MANAGEMENT

SVB ASSET MANAGEMENT, formally registered with the SEC as SVB ASSET MANAGEMENT. The firm was established in 01/02/2003. They have over 14 offices throughout the country.

SVB ASSET MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $32,085,958,361 assets under management, offering retirement planning & investment advisory services to 551 clients. The firm is staffed with 106 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124567
SEC#	801-61674
Assets Managed by Firm	$32,085,958,361
No. of Clients	551
No. of Advisors	106

Fee Structure

A percentage of AUM
Other (MONEY MARKET FUND REVENUE SHARING FEES)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	551	$32,085,958,361
Other investment advisers	2	$119,046,551
Corporations or other businesses	543	$31,713,654,672

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