FILICE RETIREMENT SERVICES

FILICE RETIREMENT SERVICES of SAN JOSE, CA is an SEC-registered investment adviser (CRD 135984).

Registration

• CRD: 135984
• Type: Registered investment adviser
• Location: 1762 TECHNOLOGY DRIVE, SAN JOSE, CA, 95110
• Phone: 408-350-5751
• Latest filing: 2026-05-12
• Clients: 4

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 135984 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search