FV ADVISORS LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CUPERTINO, California
CRD number
296962

Firm profile

FINTRX

Overview

Fv Advisors LLC operates as a limited liability company and engages primarily in managing pooled investment vehicles. The firm is structured to provide advisory services, although specific details about its client base and fee structure remain undisclosed. Notably, Fv Advisors LLC does not classify itself as a capital allocator, nor does it have active engagement in ESG investing. The firm is not a newly formed adviser and does not operate as a multi-state adviser, indicating a focused operational footprint.

Assets & Accounts

Public Holdings

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

Contacts

1 of 1
  • Dmitry Alimov

    Founding PartnerCRD 6941268

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CUPERTINO, CA

SANTA CLARA

Location

CUPERTINO, CA

Headquartered in CUPERTINO, 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
10080 N Wolfe Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth