Silicon Valley Retirement Services, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 154756
- SEC number
- 801-71756
- Firm type
- RIA
- Assets under management
- $1.4B as of Feb 9, 2026
- Website
- www.svretirementservices.com ↗
- Phone
- 408-572-5572
- Address
- 2570 N. First St, Second Floor, San Jose, CA, 95131
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SEC IAPD record for firm CRD 154756 ↗
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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.
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