Silicon Valley Wealth Management Solutions, Inc.
Silicon Valley Wealth Management Solutions, Inc. (CRD# 159702) is a financial advisory firm headquartered in San Jose, CA. They manage $20,000,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts67ACCOUNTS
Average Account Value$298,507
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Todd Smith (CRD# 2756926) is an Investment Advisor Representative working at Silicon Valley Wealth Management Solutions, Inc. in San Jose, CA and has over 21 years of experience in the finance industry.