# Silicon Valley Retirement Services

Silicon Valley Retirement Services is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 154756
- **SEC file number:** 801-71756
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/154756

## About

SILICON VALLEY RETIREMENT SERVICES, LLC is an SEC-registered investment adviser in SAN JOSE, CA, registered since 2010. The firm manages approximately $1.4 billion in assets. It has 2 employees and 2 investment advisers.

## Questions

### What services does Silicon Valley Retirement Services provide?

The firm provides bundled retirement-plan services including plan design, recordkeeping coordination, investment menu construction and monitoring, fiduciary oversight under ERISA Section 3(38), and employee education. Its model integrates investment selection with compliance support, targeting mid-sized technology employers that want a single point of accountability for their qualified retirement plans.

### Does the firm manage proprietary investment funds or separate accounts?

No. Silicon Valley Retirement Services does not manage proprietary mutual funds, collective investment trusts, or separate accounts. It acts exclusively as a fiduciary advisor constructing and monitoring plan-level fund menus using third-party investment vehicles — predominantly low-cost institutional share classes of index funds and target-date series from managers such as Vanguard and BlackRock.

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- [Pathfinder Planning](https://altss.com/profile/pathfinder-planning-llc)
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Last updated: 2026-06-03T20:00:00.000Z

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