SILICON VALLEY RETIREMENT SERVICES, LLC

2570 N. First St, Second Floor
Suite 276
San Jose, California 95131
Tel: 408-572-5572

About SILICON VALLEY RETIREMENT SERVICES, LLC

SILICON VALLEY RETIREMENT SERVICES, LLC, formally registered with the SEC as SILICON VALLEY RETIREMENT SERVICES, LLC. The firm was established in 08/12/2010. They have over 2 offices throughout the country.

SILICON VALLEY RETIREMENT SERVICES, LLC is a San Jose, California based Financial Planning firm with nearly $1,136,720,218 assets under management, offering retirement planning & investment advisory services to 55 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154756
SEC#	801-71756
Assets Managed by Firm	$1,136,720,218
No. of Clients	55
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	55	$1,136,720,218
Pension and profit sharing plans	55	$1,136,720,218

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