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Nicholas William French

Svb Asset Management
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Svb Asset Management
Compensation
Fee-Only (AUM)
Firm Size
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

Location

222 2nd Street, San Francisco, CA, 94105

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History

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.

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Employment History
Current Registrations
Svb Asset Management
April 2011 - Present · 14 yrs 10 mos
Previous Registrations
Svb Securities, a Non-Bank Affiliate of Silicon Valley BankBroker
May 2011 - June 2019 · 8 yrs 1 mo
Fisher Investments
November 2008 - March 2011 · 2 yrs 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.