SVVY
Firm details
- Headquarters
- PHOENIX, Arizona
- CRD number
- 325358
- Registered since
- May 5, 2023
- Website
- besvvy.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Svvy operates as a limited liability company and registered with the SEC in 2023. The firm is owned by an individual and is marked as a related adviser to another entity. Its regulatory classification is listed as unclassified and it does not identify as a capital allocator. Svvy reports a nonstandard fee structure and does not characterize itself as an active ESG investor, a multi-state adviser, a pension consultant, or a newly formed adviser.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2JANICE BIANCAVILLA
FounderCRD 6110286
JENNA BIANCAVILLA
Owner, Wealth AdvisorCRD 5734217
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PHOENIX, AZ
MARICOPA
Location
PHOENIX, AZ
Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 4417 N 40th St
- Time zone
- MT (UTC-7)
- Office locations
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