Svl Investment Management

Svl Investment Management (CRD# 135098) is a financial advisory firm headquartered in Placentia, CA. They manage $22,213,512 in 142 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870
https://www.youtube.com/watch?v=ywg-nb6_zps
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $156,433
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Svl Investment Management
Showing 1 - 5 of 5 top financial advisors.
1
Steven Le, financial advisor Placentia CA
Steven S. Le
CRD#: 1748908
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870

Steven Le (CRD# 1748908) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has 1 year of experience in the finance industry.

2
Balamir Trunec, financial advisor Placentia CA
Balamir Trunec
CRD#: 1944949
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870

Balamir Trunec (CRD# 1944949) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 31 years of experience in the finance industry.

3
Cheng Li, financial advisor Artesia CA
Cheng Li
CRD#: 7365551
18403 Pioneer Blvd., Suite 206, Artesia, CA 90701

Cheng Li (CRD# 7365551) is an Investment Advisor Representative working at Svl Investment Management in Artesia, CA and has 1 year of experience in the finance industry.

4
Said Mia, financial advisor Placentia CA
Said Mia
CRD#: 6085535
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870

Said Mia (CRD# 6085535) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 10 years of experience in the finance industry.

5
Brian Walker, financial advisor Placentia CA
Brian D. Walker
CRD#: 2892426
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870

Brian Walker (CRD# 2892426) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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