AD

Ashley Lynn Dunning

5 Years of Experience

Firm Information

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.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location
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.

Learn about disclosures →
Employment History
Current Registrations
Svb Asset Management
December 2022 - Present · 3 yrs 1 mo
Previous Registrations
Inspire Investing, LLC
August 2020 - October 2022 · 2 yrs 2 mos
Inspire Advisors, LLC
August 2020 - October 2022 · 2 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.