# SILICON VALLEY RETIREMENT SERVICES, LLC

SILICON VALLEY RETIREMENT SERVICES, LLC of SAN JOSE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 154756
- Type: SEC-registered investment adviser
- SEC file number: 801-71756
- Location: 2570 N. FIRST ST, SECOND FLOOR, SUITE 276, SAN JOSE, CA, 95131
- Phone: 408-572-5572
- Latest filing: 2026-02-09
- Regulatory AUM: $1.4B
- Non-discretionary AUM: $1.4B
- Clients: 2
- Accounts: 50

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Pensions, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Allen Cole | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Scott Anthony Keswick | MANAGING MEMBER | — |
| COLE EDGAR ALLEN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| KESWICK SCOTT ANTHONY | CHIEF OPERATIONS OFFICER; MANAGING MEMBER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 4086219258 |
| — | — | 1 | 4086219258 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154756/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154756/similar
- Related entities: https://search.stillhousedata.com/firm/154756/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154756

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.