Svb Asset Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 124567
- SEC number
- 801-61674
- Firm type
- RIA
- Assets under management
- $32.3B as of Mar 30, 2026
- Website
- www.svb.com/LIQUIDITY-MANAGEMENT/SVB-ASSET-MANAGEMENT ↗
- Phone
- 866-719-9117
- Address
- 222 2nd Street, San Francisco, CA, 94105
Advisors at this firm
8 in our index · page 1 of 1
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Ashley Lynn DunningCRD 6381017 · Ennis, MTIA Registered
-
Nanci Meyer FastreCRD 1397145 · Salt Lake City, UTIA RegisteredRegistration inactive
-
Arianne Frances GreenCRD 4765823 · Lakewood, COIA RegisteredBroker
-
Michael John IngogliaCRD 4475542 · Santa Clara, CAIA RegisteredRegistration inactive
-
Tiiffany Mah MacleanCRD 4623327 · North Wales, PAIA RegisteredBroker
-
Quyen The NguyenCRD 5713104 · San Francisco, CAIA RegisteredRegistration inactive
-
Nancy H TrieuCRD 4956576 · Irvine, CAIA RegisteredRegistration inactive
-
Anthony Paul VicariCRD 1708885 · Boston, MAIA Registered
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 124567 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.