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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| COLE, TIMOTHY, ALLEN | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | CHIEF OPERATIONS OFFICER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
| KESWICK, SCOTT, ANTHONY | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (1)
CA
Address
2570 N. FIRST ST, SECOND FLOORSUITE 276
SAN JOSE, CA 95131
United States
Phone: 408-572-5572