Svb Wealth
Svb Wealth (CRD# 172832) is a financial advisory firm headquartered in Boston, MA. They manage $6,630,165,968 in 4,835 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management6,630MILLION
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Total Number of Accounts4,835ACCOUNTS
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Average Account Value$1,371,286
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Kyle Stephens (CRD# 6849523) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 6 years of experience in the finance industry.
Mark Stevenson (CRD# 1516084) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 21 years of experience in the finance industry.
Douglas Swenson (CRD# 1235167) is an Investment Advisor Representative working at Svb Wealth in Palm Beach Gardens, FL and has over 40 years of experience in the finance industry.
Joshua Thomas (CRD# 2450518) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 30 years of experience in the finance industry.
Jeff Thompson (CRD# 7023290) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 5 years of experience in the finance industry.
Mary Toomey (CRD# 6743454) is an Investment Advisor Representative working at Svb Wealth in Menlo Park, CA and has over 4 years of experience in the finance industry.
Vishal Wadhwa (CRD# 2919820) is an Investment Advisor Representative working at Svb Wealth in San Francisco, CA and has over 26 years of experience in the finance industry.
Nathaniel Wasson (CRD# 4199496) is an Investment Advisor Representative working at Svb Wealth in New York, NY and has over 23 years of experience in the finance industry.
Michael Wilson (CRD# 3021206) is an Investment Advisor Representative working at Svb Wealth in Madison, WI and has over 23 years of experience in the finance industry.
Amanda Wiscomb (CRD# 5189650) is an Investment Advisor Representative working at Svb Wealth in Cottonwood Heights, UT and has over 9 years of experience in the finance industry.