Investment adviser · CRD 154756
SILICON VALLEY RETIREMENT SERVICES, LLC
Investment adviser filing (IA)
SAN JOSE, CA, United States · Form ADV filed Feb 9, 2026
- Regulatory AUM
- $1.4B Form ADV · Item 5.F
- Client accounts
- 50 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 50 | $1,401,467,613 | 100.0% |
Filing source
Form ADV 2052009 · Feb 9, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 9, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2570 N. FIRST ST, SECOND FLOOR, SUITE 276SAN JOSE, CA, 95131, United States
CRD 154756
Filing source
Form ADV 2052009 · Feb 9, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.