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Building 2SILICON VALLEY RETIREMENT SERVICES, LLC

Map pinSAN JOSE, CA
Phone408-572-5572
NotebookSEC #801-71756
Total AUM
$1.4B
Employees
2
Clients
50

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2570 N. FIRST ST, SECOND FLOOR
SUITE 276
SAN JOSE
CA 95131
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
408-572-5572
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
50
Discretionary
$0
Accounts
0
Non-Discretionary
$1.4B
Accounts
50

ContactClients

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Individual Clients
50
AUM
$1.4B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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