Silicon Valley Retirement Services, LLC
● SEC registered since 2010CRD 154756SEC# 801-71756San Jose, CA
Reg. AUM
$1.4B
Employees
2
Accounts
50
Location
San Jose, CA
Silicon Valley Retirement Services, LLC assets under management
Silicon Valley Retirement Services, LLC is an SEC-registered investment adviser based in San Jose, CA. The firm has been registered since 2010. It reports $1.4 billion in regulatory assets under management and employs 2 people.
Silicon Valley Retirement Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott Anthony Keswick Control | Managing Member | 50-75% | 2010 |
| Timothy Allen Cole Control | Managing Member, Chief Compliance Officer | 50-75% | 2010 |
Frequently asked questions
How much does Silicon Valley Retirement Services, LLC manage?
Silicon Valley Retirement Services, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Silicon Valley Retirement Services, LLC have?
Silicon Valley Retirement Services, LLC reports 2 employees.
Where is Silicon Valley Retirement Services, LLC located?
Silicon Valley Retirement Services, LLC is based in San Jose, CA and has been SEC-registered since 2010.
Does Silicon Valley Retirement Services, LLC disclose fund performance?
Silicon Valley Retirement Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2570 N. First St, Second Floor, Suite 276, San Jose, CA 95131 |
| Phone | 408-572-5572 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.4B▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$1.4Bregulatory AUM
Discretionary $0Non-discretionary $1.4B