SILICON VALLEY RETIREMENT SERVICES, LLC of SAN JOSE, CA is an SEC-registered investment adviser (CRD 154756). Regulatory assets under management: $1.4B.
Compensation: % of AUM, Fixed.
Clients served: Pensions, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 4086219258 |
| — | — | 1 | 4086219258 |