Svl Investment Management

Svl Investment Management (CRD# 135098) is a financial advisory firm headquartered in Placentia, CA. They manage $22,953,627 in 107 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.


Financial Advisors at Svl Investment Management
Showing 1 - 1 of 1 top financial advisors.
Steven S. Le
CRD#: 1748908
1620 N. Placentia Ave., Suite 100, Placentia, CA 92870

Steven Le (CRD# 1748908) is an Investment Advisor Representative working at Svl Investment Management in Placentia, CA and has 1 year of experience in the finance industry.

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