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SVB INVESTMENT SERVICES INC.
SVB INVESTMENT SERVICES INC.
SAN FRANCISCO, California
·
9 registered advisors
·
CRD# 168116
SEC# 801-78209
11
415-764-3145
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
80
Total firm employees
Advisors
9
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at SVB INVESTMENT SERVICES INC.
9 registered advisors
Amy Lai Mui Cheong
SAN FRANCISCO, California
CRD# 4654230
Anthony Nmn Dechellis
SAN FRANCISCO, California
CRD# 1342685
Colleen Ann Graham
SAN FRANCISCO, California
CRD# 2944164
Maura S Almy
SAN FRANCISCO, California
CRD# 1038361
Pamela Gail Landes
SAN FRANCISCO, California
CRD# 1286779
Richard Joseph Mattera
SAN FRANCISCO, California
CRD# 2246513
Shirley Jane Leung
SAN FRANCISCO, California
CFP
CFA
CRD# 2639896
William Scoggins
SAN FRANCISCO, California
CRD# 5256745
Yvette Sadler Butler
SAN FRANCISCO, California
CRD# 2471482
05
Office Locations
SAN FRANCISCO, California
9 advisors
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Data sourced from SEC Form ADV filings. SVB INVESTMENT SERVICES INC. (CRD# 168116) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.