222 2nd Street
San Francisco, California 94105
Tel: 866-719-9117
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.
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 |
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 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,315,358,763,219 | 22262 | 1384 | |
$3,047,294,350,591 | 522 | 700 | |
$2,615,929,249,500 | 2811 | 3194 | |
$1,098,805,397,188 | 304509 | 857 | |
$467,015,634,913 | 18979 | 408 |
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