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CRD#: 331283
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for BIVO FINANCIAL LLC Comes From
Understanding the Statistics for BIVO FINANCIAL LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
14551 La Rinconada Dr, Los Gatos, CA 95032
Mailing Address
14551 La Rinconada Dr, Los Gatos, CA 95032
Firm Size
Small
Phone Number
(408) 940-5021
Established
Delaware since 04/11/2024
Firm Type
Limited Liability Company
Fiscal year end
December
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at BIVO FINANCIAL LLC
PH
Peter Ross Hoffman
IAR
RR
CRD#: 2929643
Location:
New York, NY 10012
Company:
TRADEALGO WEALTH MANAGEMENT LLC
Disclosures:
Experience:
28 years
WO
William Raymond O'connor
RR
CRD#: 6661379
Location:
Los Gatos, CA 95032
Company:
BIVO FINANCIAL LLC
Disclosures:
Experience:
9 years
VJ
Vikrant Jain
RR
CRD#: 5727699
Location:
Los Gatos, CA 95032
Company:
BIVO FINANCIAL LLC
Disclosures:
Experience:
1 year
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