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SVL INVESTMENT MANAGEMENT
SVL HOLDING CORPORATION
CRD 135098 · SEC 801-67395
1620 N. PLACENTIA AVE., SUITE 100, PLACENTIA, CA, 92870, United States
Phone
714-986-2222
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$39.8M
Discretionary AUM
$39.8M
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $8.4M |
| High net worth individuals | 5 | $8.5M |
| Pension/profit sharing plans | 131 | $21.1M |
| Corporations/business entities | 4 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD