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Steven Sonvan Le

SVL HOLDING CORPORATION·PLACENTIA, California
SVL HOLDING CORPORATION
1620 N. PLACENTIA AVE., PLACENTIA, CA 92870CRD# 1748908Firm CRD# 135098

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Sonvan Le · PLACENTIA, CA
Registration
CRD #1748908 · SVL HOLDING CORPORATION
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Steven Sonvan Le is a registered financial advisor based in PLACENTIA, California, affiliated with SVL HOLDING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SVL HOLDING CORPORATION
SVL INVESTMENT MANAGEMENT
AUM
$43M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SVL HOLDING CORPORATION →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1748908
Firm CRD# 135098
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Sonvan Le offer?
Steven Sonvan Le specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PLACENTIA, California for a consultation.
What are Steven Sonvan Le's credentials?
Steven Sonvan Le is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Sonvan Le located?
Steven Sonvan Le is based in PLACENTIA, California, working with SVL HOLDING CORPORATION. Their office serves clients in the PLACENTIA metropolitan area and surrounding communities.
How does Steven Sonvan Le charge for services?
Steven Sonvan Le's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SVL HOLDING CORPORATION?
SVL HOLDING CORPORATION has approximately 1 employees and manages $43M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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