linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nancy H Trieu

SVB Asset Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nancy? Claim Your Profile

About Nancy H Trieu

Nancy H Trieu is an investment advisor representative with SVB Asset Management. She is licensed to provide investment advice in the state of California. Nancy has been in the industry since January 2007 and previously worked for SVB Securities, a non-bank affiliate of Silicon Valley Bank, Barclays Global Investors Services, and UBS Financial Services Inc. Her expertise includes portfolio management for businesses and pooled investment vehicles.

Firm Information

Nancy Trieu is currently registered with SVB Asset Management. SVB Asset Management, headquartered in SAN FRANCISCO, CA, is a registered investment advisor with over $32 billion in regulatory assets under management. They provide portfolio management for businesses, pooled investment vehicles, and publish periodicals. They primarily serve corporations and other businesses, as well as insurance companies and other investment advisors.
SVB Asset Management

222 2ND STREET

SAN FRANCISCO, CA 94105

$32.09B

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Money market fund revenue sharing fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nancy Trieu’s Registration & Firm History

CA

11/02/2010 - Present

SVB Asset Management (IRVINE CA)

CA

11/02/2010 - 06/25/2019

SVB SECURITIES, A NON-BANK AFFILIATE OF SILICON VALLEY BANK (SAN FRANCISCO CA)

CA

04/11/2008 - 12/01/2009

BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)

CA

01/30/2007 - 03/12/2008

UBS FINANCIAL SERVICES INC. (NEWPORT BEACH CA)

Not sure if Nancy H Trieu is right for you?

Licenses & Designations

BOTH

Issued 02/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/29/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nancy H Trieu.
Not sure if Nancy H Trieu is right for you?