Nancy H Trieu

Svb Asset Management

17 Years of Experience

View SEC Summary

Firm Information

Svb Asset Management

Compensation

Fee-Only (AUM)

Number of Advisors

9 advisors

Number of Clients

523 clients

Average Client Portfolio

$63.0M average

Assets Under Management

$33.0B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

SVB Asset Management charges a management fee based on the value of assets under management, not exceeding 0.25% annually. Fees are calculated monthly on the average balance, excluding cash and money market mutual funds. Minimum monthly fees may apply. Fees are negotiable and may vary based on factors like market conditions and client relationships. SVB Asset Management receives compensation from third-party fund distributors for client investments in money market funds.

View Full Brochure on SEC

Areas of Practice

Investment Management

Advisor Information

Office location

200 Spectrum Center Drive, Suite 1420, Irvine, CA, 92618

Get directions

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.