Be advised. This firm is no longer registered.

Svb Investment Services Inc.

Svb Investment Services Inc. (CRD# 168116) is a financial advisory firm headquartered in San Francisco, CA. They manage $1,465,036,204 in 1,816 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
505 Howard Street, Third Floor, San Francisco, CA 94105
http://www.svb.com/private-bank
By the Numbers
  • Total Assets Under Management
    1,465
    MILLION
  • Total Number of Accounts
    1,816
    ACCOUNTS
  • Average Account Value
    $806,738
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, PR, SC, TN, TX, UT, VA, WA

Financial Advisors at Svb Investment Services Inc.
No Advisor Found.

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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