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SILICON VALLEY RETIREMENT SERVICES, LLC

Tel: 408-572-5572
2570 N. First St, Second Floor
Suite 276
San Jose, California  95131

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SILICON VALLEY RETIREMENT SERVICES, LLC

SILICON VALLEY RETIREMENT SERVICES, LLC is a San Jose, California based financial advisory firm with nearly $1,136,720,218 in assets under management and provides investment advisory services for 55 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

154756

SEC#:

801-71756

No. of Clients:

55

Assets under Management

$1,136,720,218

No. of Advisors:

2

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