Svb Asset Management

Svb Asset Management (CRD# 124567) is a financial advisory firm headquartered in San Francisco, CA. They manage $69,360,712,554 in 672 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    69,361
    MILLION
  • Total Number of Accounts
    672
    ACCOUNTS
  • Average Account Value
    $103,215,346
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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 - 9 of 9 top financial advisors.
1
Christopher R. Derry
CRD#: 4824061
4700 Carillon Point, Kirkland, WA 98033

Christopher Derry (CRD# 4824061) is an Investment Advisor Representative working at Svb Asset Management in Kirkland, WA and has over 16 years of experience in the finance industry.

2
Jonathan B. Eddy
CRD#: 5442432
505 Howard Street, 3rd Floor, San Francisco, CA 94105

Jonathan Eddy (CRD# 5442432) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Nanci M. Fastre
CRD#: 1397145
8705 Sw Nimbus Ave, Suite 240, Beaverton, OR 97006

Nanci Fastre (CRD# 1397145) is an Investment Advisor Representative working at Svb Asset Management in Beaverton, OR and has over 15 years of experience in the finance industry.

4
Nicholas W. French
CRD#: 5596908
505 Howard Street, 3rd Floor, San Francisco, CA 94105

Nicholas French (CRD# 5596908) 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.

5
Michael J. Ingoglia
CRD#: 4475542
3003 Tasman Drive, Santa Clara, CA 95054

Michael Ingoglia (CRD# 4475542) is an Investment Advisor Representative working at Svb Asset Management in Santa Clara, CA and has over 19 years of experience in the finance industry.

6
Quyen T. Nguyen
CRD#: 5713104
505 Howard Street, 3rd Floor, San Francisco, CA 94105

Quyen Nguyen (CRD# 5713104) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 11 years of experience in the finance industry.

7
Nancy H. Trieu
CRD#: 4956576
387 Park Avenue South, 2nd Floor, New York, NY 10016

Nancy Trieu (CRD# 4956576) is an Investment Advisor Representative working at Svb Asset Management in New York, NY and has over 14 years of experience in the finance industry.

8
Adam Tweedy
CRD#: 6542874
275 Grove Street, Suite 2-200, Newton, MA 02466

Adam Tweedy (CRD# 6542874) is an Investment Advisor Representative working at Svb Asset Management in Newton, MA and has over 5 years of experience in the finance industry.

9
Anthony P. Vicari
CRD#: 1708885
200 Spectrum Center Drive, Suite 1420, Irvine, CA 92618

Anthony Vicari (CRD# 1708885) is an Investment Advisor Representative working at Svb Asset Management in Irvine, CA and has over 33 years of experience in the finance industry.

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