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Silicon Valley Retirement Services

EST. AUM
$1,401,467,613

CONTACTS
2

CLIENT ACCOUNTS
50

Firm Details

Metro area San Francisco
CRD Number 154756
Website svretirementservices.com
Client types

Overview

Silicon Valley Retirement Services, LLC (SVRS) is a registered investment adviser based in San Jose, California, specializing in retirement plan advisory and consulting services for businesses. Their offerings include fiduciary advisory services, plan administration, and participant education, all tailored to meet the unique needs of each client. SVRS emphasizes a personalized approach, working closely with organizations to design and manage retirement plans that align with their specific goals and comply with IRS and Department of Labor regulations. Their services aim to enhance plan efficiency and ensure regulatory compliance, providing comprehensive support to both plan sponsors and participants.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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