SILICON VALLEY RETIREMENT SERVICES, LLC
CRD #154756 SEC #801-71756 SAN JOSE, CA 408-572-5572
SEC Registered
Total AUM
$1.1B
Discretionary
$0
Employees
2
Clients
--
Accounts
55
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $1.1B | $0 | $1.1B | 2 | 0 |
| Feb 2024 | $944.3M | $0 | $944.3M | 2 | 0 |
| Feb 2023 | $698.3M | $0 | $698.3M | 2 | 0 |
| Feb 2022 | $1B | $0 | $1B | 2 | 0 |
| Jan 2021 | $841.8M | $0 | $841.8M | 2 | 0 |
| Feb 2020 | $754.1M | $0 | $754.1M | 2 | 0 |
| Feb 2019 | $582.4M | $0 | $582.4M | 2 | 0 |
| Feb 2018 | $501.3M | $0 | $501.3M | 2 | 0 |
| Feb 2017 | $380M | $0 | $380M | 2 | 26 |
| Feb 2016 | $330M | $330M | $0 | 2 | 26 |
| Feb 2015 | $378M | $0 | $378M | 2 | 26 |
| Feb 2014 | $327M | $0 | $327M | 2 | 26 |
| Feb 2013 | $230M | $0 | $230M | 2 | 11 |
| Mar 2012 | $130M | $0 | $130M | 1 | 11 |
| Jan 2012 | $135M | $0 | $135M | 1 | 11 |
| Jul 2011 | $98M | $0 | $98M | 5 | -- |
| Feb 2011 | $98M | $0 | $98M | 5 | -- |
| Oct 2010 | $38M | $0 | $38M | 5 | -- |
| Aug 2010 | $20M | $0 | $20M | 5 | -- |
| Aug 2010 | $20M | $0 | $20M | 5 | -- |
DateFeb 2025
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees2
Clients0
DateFeb 2024
Total AUM$944.3M
Discretionary$0
Non-Disc.$944.3M
Employees2
Clients0
DateFeb 2023
Total AUM$698.3M
Discretionary$0
Non-Disc.$698.3M
Employees2
Clients0
DateFeb 2022
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees2
Clients0
DateJan 2021
Total AUM$841.8M
Discretionary$0
Non-Disc.$841.8M
Employees2
Clients0
DateFeb 2020
Total AUM$754.1M
Discretionary$0
Non-Disc.$754.1M
Employees2
Clients0
DateFeb 2019
Total AUM$582.4M
Discretionary$0
Non-Disc.$582.4M
Employees2
Clients0
DateFeb 2018
Total AUM$501.3M
Discretionary$0
Non-Disc.$501.3M
Employees2
Clients0
DateFeb 2017
Total AUM$380M
Discretionary$0
Non-Disc.$380M
Employees2
Clients26
DateFeb 2016
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees2
Clients26
DateFeb 2015
Total AUM$378M
Discretionary$0
Non-Disc.$378M
Employees2
Clients26
DateFeb 2014
Total AUM$327M
Discretionary$0
Non-Disc.$327M
Employees2
Clients26
DateFeb 2013
Total AUM$230M
Discretionary$0
Non-Disc.$230M
Employees2
Clients11
DateMar 2012
Total AUM$130M
Discretionary$0
Non-Disc.$130M
Employees1
Clients11
DateJan 2012
Total AUM$135M
Discretionary$0
Non-Disc.$135M
Employees1
Clients11
DateJul 2011
Total AUM$98M
Discretionary$0
Non-Disc.$98M
Employees5
Clients--
DateFeb 2011
Total AUM$98M
Discretionary$0
Non-Disc.$98M
Employees5
Clients--
DateOct 2010
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees5
Clients--
DateAug 2010
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees5
Clients--
DateAug 2010
Total AUM$20M
Discretionary$0
Non-Disc.$20M
Employees5
Clients--