National Retirement Planning Experts

National Coverage
Local Professionals

SVB ASSET MANAGEMENT

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

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#124567
SEC#801-61674
Assets Managed by Firm$32,085,958,361
No. of Clients551
No. of Advisors106

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 ClientsAUM
Firm Total551$32,085,958,361
Other investment advisers2$119,046,551
Corporations or other businesses543$31,713,654,672

More Retirement Planning firms in San Francisco, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY
333 S Hope Street, 55th Floor
Los Angeles, CA, 90071-1406
$3,315,358,763,219222621384
BLACKROCK FUND ADVISORS
400 Howard Street
San Francisco, CA, 94105
$3,047,294,350,591522700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC
650 Newport Center Drive
Newport Beach, CA, 92660
$2,615,929,249,50028113194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC
211 Main Street
San Francisco, CA, 94105
$1,098,805,397,188304509857
FRANKLIN ADVISERS, INC.
One Franklin Parkway, Building 970, 1st Floor
San Mateo, CA, 94403
$467,015,634,91318979408

Explore More Retirement Advisors in San Francisco, California