SVB Wealth Advisory Inc
Legal Name: SVB WEALTH ADVISORY, INC.
Full Contact Details
SVB Wealth Advisory Inc
505 HOWARD STREET, THIRD FLOOR, SAN FRANCISCO, CA
415-764-3145
650-362-6554
Other Info
SVB Wealth Advisory Inc, a Delaware Corporation, is an investment advisory firm with 52 employees, all in advisory roles. The number of clients they serve is unknown, but their registration with the U.S. Securities and Exchange Commission was approved on July 5, 2013.
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Direct Owners
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AMENA PIRACHA
SECRETARY owns less than 5%
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AMY MUI CHEONG
CFO owns less than 5%
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JAMES DENNIS MCCARRON
CHIEF COMPLIANCE OFFICER, BROKER-DEALER owns less than 5%
-
JEFFREY NAYLOR SCHNITZ
DIRECTOR owns less than 5%
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KAREN MS. HON
DIRECTOR owns less than 5%
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PAMELA GAIL LANDES
CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISOR owns less than 5%
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RICHARD JOSEPH MATTERA
FINOP, BROKER-DEALER owns less than 5%
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SILICON VALLEY BANK
PARENT owns 75% or more
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YVETTE SADLER BUTLER
DIRECTOR/PRESIDENT & CEO (1/2019) owns less than 5%
Indirect Owners
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SVB FINANCIAL GROUP
PARENT owns 75% or more