| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Anthony Keswick Control | Managing Member | 50-75% | 2010 |
| Timothy Allen Cole Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
Silicon Valley Retirement Services, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
Silicon Valley Retirement Services, LLC reports 2 employees.
Silicon Valley Retirement Services, LLC is based in San Jose, CA and has been SEC-registered since 2010.
Silicon Valley Retirement Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2570 N. First St, Second Floor, Suite 276, San Jose, CA 95131 |
| Phone | 408-572-5572 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $1.14B |
| Total (RAUM) | $1.14B |