Bivo Financial LLC
Firm details
- Headquarters
- Los Gatos, California
- CRD number
- 331283
- Registered since
- November 25, 2024
Firm profile
FINTRXOverview
Bivo Financial LLC is organized as a limited liability company and is recorded as SEC-registered in 2024. FINTRX classifies ownership as individual and lists the firm's classification as unclassified. The profile indicates the firm does not act as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not identified as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Sujan Jain
CEOCRD 4017732
Contacts
1 of 1
Vikrant Jain
Financial AnalystCRD 5727699
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Gatos, CA
Santa Clara
Location
Los Gatos, CA
Headquartered in Los Gatos, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 14551 Lane Rinconada Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Partnership Capital Growth, LLC
Broker-DealerLos Gatos, CA
Probitas Funds Group, LLC
Broker-DealerSan Francisco, CA
Capital Research Brokerage Services, LLC
Broker-DealerPasadena, CA
Kipling Capital, Inc.
Broker-DealerMill Valley, CA
Western Growers Financial Services
Broker-DealerIrvine, CA
Houlihan Lokey Capital, Inc.
Broker-DealerLos Angeles, CA