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).
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Total Assets Under Management22MILLION
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Total Number of Accounts142ACCOUNTS
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Average Account Value$156,433
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, TX
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.
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.
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.
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.
Brian Walker (CRD# 2892426) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has over 27 years of experience in the finance industry.