Overview
Assets Under Management: $581 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 317
Average Client Assets: $1.6 million
Frequently Asked Questions
SVB WEALTH ADVISORY, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168116), SVB WEALTH ADVISORY, INC. is subject to fiduciary duty under federal law.
SVB WEALTH ADVISORY, INC. is headquartered in SAN FRANCISCO, CA.
SVB WEALTH ADVISORY, INC. serves 317 high-net-worth clients according to their SEC filing dated October 17, 2018. View client details ↓
According to their SEC Form ADV, SVB WEALTH ADVISORY, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
SVB WEALTH ADVISORY, INC. manages $581 million in client assets according to their SEC filing dated October 17, 2018.
According to their SEC Form ADV, SVB WEALTH ADVISORY, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 317
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.01%
Average Client Assets: $1.6 million
Total Client Accounts: 838
Discretionary Accounts: 596
Non-Discretionary Accounts: 242
Regulatory Filings
CRD Number: 168116
Filing ID: 1245734
Last Filing Date: 2018-10-17 17:21:00