Alison
Cornwell
Silicon Valley Capital Partners, L.P
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About this Advisor
Alison Cornwell is a financial advisor based in San Jose, California, working with Silicon Valley Capital Partners, L.P. Alison has previously held positions at Silicon Valley Capital Partners and Rebalance. Alison has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Alison is part of Silicon Valley Capital Partners, L.P, which operates out of San Jose, California. The firm has 8 employees and manages assets totaling $860.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Silicon Valley Capital Partners, L.P includes asset-based fees.
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Silicon Valley Capital Partners, L.P Brokerage Details
$860,408,704
8
1,387
$620,338
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alison Cornwell Work History
Silicon Valley Capital Partners
Rebalance
Disclosures
Please visit the SEC profile of Alison Cornwell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Silicon Valley Capital Partners, L.P
San Jose, CA
San Jose, CA
San Jose, CA
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