Bivo Financial LLC

Broker-DealerFINRA MemberEst. 2024
Total AUM
Advisory reps
3
Avg account
$0

Firm details

Headquarters
Los Gatos, California
CRD number
331283
Registered since
November 25, 2024

Firm profile

FINTRX

Overview

Bivo Financial LLC is organized as a limited liability company and is registered with the SEC as of 2024. The firm is owned by an individual and is classified in the source data as "Unclassified." Public disclosures about the firm's advisory services, fee schedules, client types, and specific business activities were not provided in the source material. The record flags a few binary attributes: Bivo Financial is not identified as a capital allocator, does not list itself as an active ESG investor, is not a multi-state adviser, and is not a pension consultant or related adviser according to the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Sujan Jain

    Sujan Jain

    CEOCRD 4017732

Contacts

2 of 2
  • Peter Hoffman

    Peter Hoffman

    FinOpCRD 2929643

  • Vikrant Jain

    Vikrant Jain

    Financial AnalystCRD 5727699

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth