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Alison Maile Cornwell

SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, California
Series 7, Series 63, Series 65Clean record6 years registeredSILICON VALLEY CAPITAL PARTNERS, L.P.
1731 TECHNOLOGY DRIVE, SAN JOSE, CA 95110CRD# 3127310Firm CRD# 125114

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alison Maile Cornwell · SAN JOSE, CA
Registration
CRD #3127310 · SILICON VALLEY CAPITAL PARTNERS, L.P. · 6 years registered
Brand Profile
Not yet started
01

Career History

SILICON VALLEY CAPITAL PARTNERS, L.P.
Mar 2022 – present
REBALANCE LLC
Nov 2019 – Mar 2022
PALO ALTO, CA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · November 18, 2019
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SILICON VALLEY CAPITAL PARTNERS, L.P.
CRD 125114 · SEC 801-62004
AUM
$860M
Regulatory assets under management
Employees
8
1,387 client accounts
Services offered by SILICON VALLEY CAPITAL PARTNERS, L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SILICON VALLEY CAPITAL PARTNERS, L.P. →
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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.
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Christopher Kevin Combs
SAN JOSE, CA
Cynthia Lee Combs
SAN JOSE, CA
Kathy Jung Lee
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