Overview
Assets Under Management: $1.1 billion
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 220
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.84
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,523
Discretionary Accounts: 1,523
Regulatory Filings
CRD Number: 125114
Last Filing Date: 2025-02-28 00:00:00
Website: https://svcp.com