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 in 2024. Ownership is listed as individual; the firm is classified as "unclassified" in the available snapshot. The FINTRX record flags several operational attributes: it is not designated as a capital allocator, it does not identify as an active ESG investor, it is not a multi-state adviser, and it is not listed as a pension consultant or related adviser. Public disclosures captured in the source are minimal. Fields for client base, fee structure, business activities and advisory activities were left blank in the snapshot, so the firm’s target clients, revenue model and core advisory services are not defined in the provided data.
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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