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SILICON VALLEY RETIREMENT SERVICES, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,401,467,613
Discretionary
$0
Non-discretionary
$1,401,467,613

Firm details

CRD number
154756
SEC file number
801-71756
Main office
SAN JOSE, CA, United States
Employees
2
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.