Bivo Financial LLC
Firm details
- Headquarters
- Los Gatos, California
- CRD number
- 331283
- Registered since
- November 25, 2024
Firm profile
FINTRXOverview
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
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
2 of 2
Peter Hoffman
FinOpCRD 2929643

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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