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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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