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Panagiota Perlegos

SILICON VALLEY CAPITAL PARTNERS, L.P.·SAN JOSE, California
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1731 TECHNOLOGY DRIVE, SAN JOSE, CA 95110CRD# 4107390Firm CRD# 125114
01

About

Panagiota Perlegos 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
View all advisors at SILICON VALLEY CAPITAL PARTNERS, L.P. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4107390
Firm CRD# 125114
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Panagiota Perlegos offer?
Panagiota Perlegos specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN JOSE, California for a consultation.
What are Panagiota Perlegos's credentials?
Panagiota Perlegos is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Panagiota Perlegos located?
Panagiota Perlegos 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 Panagiota Perlegos charge for services?
Panagiota Perlegos'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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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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