Michael
Ingoglia

Svb Asset Management

CRD#4475542
Investment Advisor
in Santa Clara, CA

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About this Advisor

Michael Ingoglia is a financial advisor based in Santa Clara, California, working with Svb Asset Management. Michael has previously held positions at Silicon Valley Bank and Svb Securities. Michael has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Michael is part of Svb Asset Management, which operates out of Santa Clara, California. The firm has 13 offices and 106 employees. The firm manages assets totaling $32.1 billion. The services offered by the firm include portfolio management for pooled investment vehicles, portfolio management for institutional clients, and publication of newsletters. The fee structure at Svb Asset Management includes asset-based and other fees.

Certifications and Registrations

Series 66

Services Offered

Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Others

Office Location

3003 Tasman Drive
Santa Clara, CA 95054

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Svb Asset Management Brokerage Details

Total Assets Under Management

$32,085,958,361

CA Average: $7,578,581,321
Total Number of Employees

106

CA Average: 43
Total Number of Accounts

551

CA Average: 3,727
Average Account Size

$58,232,229

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Publication of periodicals or newsletters

Michael Ingoglia Work History

2002 - Present (22 years)

Svb Securities

2000 - Present (24 years)

Silicon Valley Bank

Disclosures

Please visit the SEC profile of Michael Ingoglia 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 Svb Asset Management

Quyen Nguyen
San Francisco, CA
Anthony Vicari
Boston, MA
Nicholas French
San Francisco, CA
Nancy Trieu
New York, NY
Ashley Dunning
Ennis, MT
Nanci Fastre
San Francisco, CA
Christopher Derry
Kirkland, WA
Michael Ingoglia
Santa Clara, CA

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