Claim Profile
AC

Alison Maile Cornwell

SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, California
Unclaimed Profile
1731 TECHNOLOGY DRIVE, SAN JOSE, CA 95110CRD# 3127310Firm CRD# 125114
01

About

Alison Maile Cornwell is a registered financial advisor based in SAN JOSE, California, affiliated with SILICON VALLEY CAPITAL PARTNERS, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SILICON VALLEY CAPITAL PARTNERS, L.P.
SILICON VALLEY CAPITAL PARTNERS, L.P.
AUM
$860M
Regulatory assets under management
Employees
8
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3127310
Firm CRD# 125114
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN JOSE?

Browse all registered financial advisors in SAN JOSE, California or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Alison Maile Cornwell offer?
Alison Maile Cornwell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Alison Maile Cornwell's credentials?
Alison Maile Cornwell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alison Maile Cornwell located?
Alison Maile Cornwell is based in SAN JOSE, California, working with SILICON VALLEY CAPITAL PARTNERS, L.P.. Their office serves clients in the SAN JOSE metropolitan area and surrounding communities.
How does Alison Maile Cornwell charge for services?
Alison Maile Cornwell'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 SILICON VALLEY CAPITAL PARTNERS, L.P.?
SILICON VALLEY CAPITAL PARTNERS, L.P. has approximately 8 employees and manages $860M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty