Svb Wealth Advisory, Inc. is a large advisory firm based in San Francisco. It manages $724.3 million of regulatory assets for 1,181 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Arizona, California, Colorado, and 16 other states.
Svb Wealth Advisory provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Svb Wealth Advisory, Inc. is $724.3 million. The firm's AUM has grown by 3085% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Svb Wealth Advisory, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Kamran Fouad Husain is high net worth individuals with 124 clients and $607.27 million of assets under management. Among the 5 most similar advisory firms, Svb Wealth Advisory has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $668.75 million for 313 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Svb Wealth Advisory doesn't advise any private funds.
The company employs 52 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 38 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Kamran Fouad Husain has been acting as President since 1 May 2013. Yvette Sadler Butler joined the executive team most recently as the Director/President & Ceo (1/2019).
The principal office where Svb Wealth Advisory, Inc. performs its advisory services is located at 505 Howard Street, San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Newton, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-764-3145 or by fax 650-362-6554. The normal business hours are 08:00am - 05:00pm on Monday - Friday. You can find more information about the New York firm at svb.com/private-bank/wealth-advisory.