SVVY
SVVY, LLC Legal Name
Adviser information for SVVY last updated from Form ADV on March 24th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Arizona, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 0 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | No |
|---|
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | SVVY REFERS USERS TO FINANCIAL ADVISERS, FINANCIAL SERVICES FIRMS, AND OTHER PROFESSIONALS EXPERTS |
|---|---|
| Compensation | SUBSCRIPTION REFERRAL FEES |
Identifiers
| SEC RIA File Number | 801-127946 |
|---|---|
| SEC ERA File Number | 801-127946 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325358 |
| Legal Entity Identifier | None |
Principal Office
4417 N 40TH STREET, SUITE 300CPHOENIX
AZ
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 6024466394, Fax: None
Websites
Chief Compliance Officer
JENNA BIANCAVILLA
FOUNDER
4417 N 40TH STREET, SUITE 300C
PHOENIX
AZ
United States
Tel:
6024466394
J****@*********M
(Full email address available in API data)
Industry Affiliates
| 17 CAPITAL PARTNERS, LLC | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BIANCAVILLA, JENNA, LUCILLE | Individual | – | FOUNDER AND CHIEF COMPLIANCE OFFICER | 01/2023 | > 75% |