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
2570 N. First St, Second Floor, Suite 276, San Jose, CA 95131
http://www.svretirementservices.com
By the Numbers
  • Total Assets Under Management
    944
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Silicon Valley Retirement Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Cole, financial advisor San Jose CA
Timothy A. Cole
CRD#: 2572823
560 S. Winchester Blvd., Suite 500, San Jose, CA 95128

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, financial advisor San Jose CA
Scott A. Keswick
CRD#: 5085738
560 S. Winchester Blvd., Suite 500, San Jose, CA 95128

Scott Keswick (CRD# 5085738) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 13 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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