SVB WEALTH

53 State Street
28th Floor
Boston, Massachusetts 02109
Tel: 617-223-0200

About SVB WEALTH

SVB WEALTH, formally registered with the SEC as SVB WEALTH. The firm was established in 10/02/2014. They have over 20 offices throughout the country.

SVB WEALTH is a Boston, Massachusetts based Financial Planning firm with nearly $6,630,165,968 assets under management, offering retirement planning & investment advisory services to 4835 clients. The firm is staffed with 231 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172832
SEC#	801-80480
Assets Managed by Firm	$6,630,165,968
No. of Clients	4835
No. of Advisors	231

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING)

Firm Client Information

	No. of Clients	AUM
Firm Total	4835	$6,630,165,968
Individuals (other than high net worth individuals)	944	$368,539,975
High net worth individuals	918	$4,746,606,909
Pension and profit sharing plans	8	$78,863,003
Charitable organizations	20	$180,621,488
Corporations or other businesses	104	$1,111,453,994

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