Svb Asset Management

Svb Asset Management (CRD# 124567) is a financial advisory firm headquartered in San Francisco, CA. They manage $26,211,519,119 in 559 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    26,212
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $46,890,016
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, GA, IL, MA, MD, MN, NC, NJ, NY, OR, PA, TX, UT, VA, WA

Financial Advisors at Svb Asset Management
Showing 1 - 10 of 16 top financial advisors.
1
James E. Caron
CRD#: 4404940
3000 Sand Hill Road, 3-150, Menlo Park, CA 94025
96
Wealthminder
score

James Caron (CRD# 4404940) is an Investment Advisor Representative working at Svb Asset Management in Menlo Park, CA and has over 13 years of experience in the finance industry.

2
Brendan W. Casey
CRD#: 2794197
505 Howard Street, 3rd Floor, San Francisco, CA 94105
93
Wealthminder
score

Brendan Casey (CRD# 2794197) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 20 years of experience in the finance industry.

3
John D. China
CRD#: 4546658
2770 Sand Hill Road, Bldg 3, Suite 150, Menlo Park, CA 94025
93
Wealthminder
score

John China (CRD# 4546658) is an Investment Advisor Representative working at Svb Asset Management in Menlo Park, CA and has over 15 years of experience in the finance industry.

4
Peter D. Compton
CRD#: 1661802
2221 Washington Street, One Newton Executive Park, Ste 200, Newton Lower Falls, MA 02462
93
Wealthminder
score

Peter Compton (CRD# 1661802) is an Investment Advisor Representative working at Svb Asset Management in Newton Lower Falls, MA and has over 10 years of experience in the finance industry.

5
Christopher R. Derry
CRD#: 4824061
4700 Carillon Point, Kirkland, WA 98033
93
Wealthminder
score

Christopher Derry (CRD# 4824061) is an Investment Advisor Representative working at Svb Asset Management in Kirkland, WA and has over 13 years of experience in the finance industry.

6
Jonathan B. Eddy
CRD#: 5442432
505 Howard Street, 3rd Floor, San Francisco, CA 94105
93
Wealthminder
score

Jonathan Eddy (CRD# 5442432) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 10 years of experience in the finance industry.

7
Nina E. Edgell
CRD#: 4213276
555 Mission Street, Suite 900, San Francisco, CA 94105
93
Wealthminder
score

Nina Edgell (CRD# 4213276) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 17 years of experience in the finance industry.

8
Nanci M. Fastre
CRD#: 1397145
505 Howard Street, 3rd Floor, San Francisco, CA 94105
93
Wealthminder
score

Nanci Fastre (CRD# 1397145) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 12 years of experience in the finance industry.

9
Nicholas W. French
CRD#: 5596908
505 Howard Street, 3rd Floor, San Francisco, CA 94105
93
Wealthminder
score

Nicholas French (CRD# 5596908) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 9 years of experience in the finance industry.

10
Michael J. Ingoglia
CRD#: 4475542
3003 Tasman Drive, Santa Clara, CA 95054
93
Wealthminder
score

Michael Ingoglia (CRD# 4475542) is an Investment Advisor Representative working at Svb Asset Management in Santa Clara, CA and has over 16 years of experience in the finance industry.

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