Svl Holding Corporation is an adviser based in Placentia. It manages $42.86 million of regulatory assets for 209 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of California and Illinois.
Svl Holding Corporation provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Svl Holding Corporation is $42.86 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Svl Holding Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Svl Holding Corporation performs its advisory services is located at 1620 N. Placentia Ave., Placentia, CA 92870, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 714-986-2222 or by fax 714-996-1966. The normal business hours are 9:45am-5:00pm on Monday - Friday.