Bivo Financial LLC
Firm details
- Headquarters
- Los Gatos, California
- CRD number
- 331283
- Registered since
- November 25, 2024
Firm profile
FINTRXOverview
Bivo Financial LLC is recorded as a limited liability company with individual ownership. Publicly available profile fields are sparse: the firm is categorized as unclassified and is not identified as a capital allocator or an active ESG investor. FINTRX flags indicate it does not operate as a multi-state adviser, is not listed as a pension consultant, and is not recorded as a related adviser; the dataset also shows it is not marked as newly formed.
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
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