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SVB WEALTH
BOSTON, MA
6179124485
SEC #801-80480Total AUM
$3.1B
Employees
73Clients
1,101Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
53 STATE STREET
28TH FLOOR
BOSTON
MA 02109
United States
28TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
8 A.M. - 5 P.M.
Monday - Friday
Monday - Friday
Phone
6179124485
Other Offices
24
Financials
Total AUM
$3.1B
Accounts
2,623Discretionary
$3B
Accounts
2,552Non-Discretionary
$55.6M
Accounts
71
Clients
Individual Clients
494AUM
$184.2M
HNW Individual Clients
530AUM
$2.2B
Pension/Profit Sharing Plan Clients
3AUM
$23M
Charitable Organization Clients
13AUM
$212.5M
Corporation or Business Clients
61AUM
$437.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension ConsultingPublications
Other Services
PLANNED GIVING, WEALTH PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Other Regulator Denial/Suspension/RevocationSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.