Silicon Valley Financial Group

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

950 S Bascom Ave Ste 2112, San Jose, Cal...

Phone Number

(408) 280-0800

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
1
1
1
1
1

About Silicon Valley Financial Group

Silicon Valley Financial Group is a comprehensive financial services firm that specializes in estate and financial planning, as well as employee benefits. The firm aims to enhance long-term financial success for its clients through a customized process that focuses on growing, protecting, and conserving wealth. With a commitment to high-quality advice and personalized service, SVFG has been serving clients in Silicon Valley and the greater Bay Area since 1953. Their services include retirement planning, investment management, insurance, tax planning, and lifestyle financial strategies.Explore more
Popular SearchesSilicon Valley Financial GroupSilicon Valley Finance & Investment Association In...SIC Code 62,628NAICS Code 52,523Show more

Silicon Valley Financial Group Org Chart

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Financial Controller

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Silicon Valley Financial ...

<$5M
11-50
Private
-
2016
DW
Devina WhitleyFinancial Controller
$10.4M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2012
SH
Shari HedgeOffice Manager
<$5M
1-10
Private
-
1993
PD
Pierre DelamareFinancial Sales Assistant
<$5M
1-10
Private
<$5M
2004
<$5M
1-10
Private
-
2014
SH
Steven HaugPresident & CEO
<$5M
11-50
Private
-
2017
BL
Brandon LevithanFinancial Strategies Co-Founder & Managing Director
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Silicon Valley Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Silicon Valley Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Silicon Valley Financial Group.

Silicon Valley Financial Group Tech Stack

A closer look at the technologies used by Silicon Valley Financial Group

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Frequently Asked Questions Regarding Silicon Valley Financial Group

What is Silicon Valley Financial Group's official website?
Silicon Valley Financial Group's official website is www.svfg.com
What is Silicon Valley Financial Group's Revenue?
Silicon Valley Financial Group's revenue is <$5 Million
What is Silicon Valley Financial Group's SIC code?
Silicon Valley Financial Group's SIC: 62,628
What is Silicon Valley Financial Group's NAICS code?
Silicon Valley Financial Group's NAICS: 52,523
How many employees does Silicon Valley Financial Group have?
Silicon Valley Financial Group has 11-50 employees
What industry does Silicon Valley Financial Group belong to?
Silicon Valley Financial Group is in the industry of: Finance, Securities Trading
What is Silicon Valley Financial Group competition?
Silicon Valley Financial Group top competitors include: Rider + Reinke Financial Group, Clear Path Financial, Nundhi Group, Breeze Financial Group
What technology does Silicon Valley Financial Group use?
Some of the popular technologies that Silicon Valley Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Datadog, Google Font API
How do I contact Silicon Valley Financial Group?
Silicon Valley Financial Group contact info: Phone number: (408) 280-0800 Website: www.svfg.com
What does Silicon Valley Financial Group do?

Silicon Valley Financial Group is a comprehensive financial services firm that specializes in estate and financial planning, as well as employee benefits. The firm aims to enhance long-term financial success for its clients through a customized process that focuses on growing, protecting, and conserving wealth. With a commitment to high-quality adv... ice and personalized service, SVFG has been serving clients in Silicon Valley and the greater Bay Area since 1953. Their services include retirement planning, investment management, insurance, tax planning, and lifestyle financial strategies.Read More

Is Silicon Valley Financial Group a public company?
Silicon Valley Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Silicon Valley Financial Group

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