Svb Asset Management

Svb Asset Management (CRD# 124567) is a financial advisory firm headquartered in San Francisco, CA. They manage $44,429,541,243 in 588 accounts and serve the financial needs of clients across 20 states (or territories).

By the Numbers
  • Total Assets Under Management
    44,430
    MILLION
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $75,560,444
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Svb Asset Management
Showing 1 - 7 of 7 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 19 years of experience in the finance industry.

2
Nanci M. Fastre
CRD#: 1397145
505 Howard Street, 3rd Floor, San Francisco, CA 94105

Nanci Fastre (CRD# 1397145) is an Investment Advisor Representative working at Svb Asset Management in San Francisco, CA and has over 18 years of experience in the finance industry.

3
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 15 years of experience in the finance industry.

4
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 22 years of experience in the finance industry.

5
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 13 years of experience in the finance industry.

6
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 17 years of experience in the finance industry.

7
Anthony P. Vicari
CRD#: 1708885
53 State Street, 28th Floor, Boston, MA 02109

Anthony Vicari (CRD# 1708885) is an Investment Advisor Representative working at Svb Asset Management in Boston, MA and has over 35 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.