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Building 2SVB INVESTMENT SERVICES INC.

Map pinSAN FRANCISCO, CA
Phone415-764-3145
NotebookSEC #801-78209
Total AUM
$1.5B
Employees
80
Clients
465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
505 HOWARD STREET
THIRD FLOOR
SAN FRANCISCO
CA 94105
United States
Operating Hours
08:00AM - 05:00PM
Monday - Friday
Phone
415-764-3145
Other Offices
11

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,816
Discretionary
$946.3M
Accounts
1,299
Non-Discretionary
$518.8M
Accounts
517

ContactClients

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Individual Clients
242
AUM
$73.3M
HNW Individual Clients
220
AUM
$1.3B
Corporation or Business Clients
2
AUM
$6.2M
Other Clients
1
AUM
$63.2M
Description of Other Clients
ENDOWMENT

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTDCFLGAILLAMAMDMIMTNCNHNJNVNYOHORPAPRSCTNTXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 43 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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