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Building 2SILICON VALLEY WEALTH MANAGEMENT SOLUTIONS, INC.

Map pinSAN JOSE, CA
Phone408-440-6195
NotebookSEC #801-72972
Total AUM
$8.9M
Employees
0
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4229 CHABOYA CT.
SAN JOSE
CA 95148
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
408-440-6195

ReceiptFinancials

Total AUM
$8.9M
Accounts
52
Discretionary
$0
Accounts
0
Non-Discretionary
$8.9M
Accounts
52

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly 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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