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SILICON VALLEY RETIREMENT SERVICES, LLC
CRD 154756 · SEC 801-71756
2570 N. FIRST ST, SECOND FLOOR, SUITE 276, SAN JOSE, CA, 95131, United States
Phone
408-572-5572
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 50 | $1.40B |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD