Silicon Valley Retirement Services, LLC
Silicon Valley Retirement Services, LLC (CRD# 154756) is a financial advisory firm headquartered in San Jose, CA. They manage $944,322,353 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Silicon Valley Retirement Services, LLC
By the Numbers
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Total Assets Under Management944MILLION
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Total Number of Accounts53ACCOUNTS
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Average Account Value$17,817,403
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Silicon Valley Retirement Services, LLC
1
Timothy Cole (CRD# 2572823) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 29 years of experience in the finance industry.
2
Scott Keswick (CRD# 5085738) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 14 years of experience in the finance industry.
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