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|
| Keyboard |
| Silicon Valley Retirement Services LLC
✚
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|
|---|---|
| CRD # | 154756 |
| SEC # | 801-71756 |
| CIK # | |
| AUM | 1,401.5 M (2026-02-09) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 408-572-5572 |
| Address | 2570 N First St, Second Floor San Jose, CA 95131 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 1,401.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 50 | 1,401.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 50 | 1,401.5 |
| Total | 50 | 1,401.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,401.5 | |
| Total | 50 | 1,401.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Comparable Firms | State | AUM |
|---|---|---|
|
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1,436.9 M | |
|
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|
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|
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|
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|
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NY | 1,405.2 M |
|
Thorofare LLC
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|
CA | 1,403.8 M |
|
UBS Trust Company of Puerto Rico
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PR | 1,377.0 M |
|
Lynx Asset Management AB
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|
1,376.0 M | |
|
Soma Capital Management LLC
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|
1,365.4 M |