SVB WEALTH

Tel: 617-223-0200 53 State Street 28th Floor Boston, Massachusetts 02109

About SVB WEALTH

SVB WEALTH is a Boston, Massachusetts based financial advisory firm with nearly $6,630,165,968 in assets under management and provides investment advisory services for 4835 clients. There are currently 231 financial advisors at the firm.

General Information

Firm CRD#:

172832

Firm SEC#:

801-80480

Assets Under Management:

$6,630,165,968

No. of Clients:

4835

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (PLANNED GIVING, FAMILY OFFICE, WEALTH PLANNING)

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