Business List: Institutional Investor in Santa Clara, CA, United States

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Name	Address	Phone	Contact(s)	Google	Google Reviews	Yelp	Yelp Reviews	FB Likes	FB Checkins	FB Followers	YP	YP Reviews
Citibank	1303 S Mary Ave Sunnyvale, CA 94087	40882xxxx4	abb********@c*.com	4.1	28	3.4	25
Cambridge Financial Partners	2350 Mission College Blvd, Santa Clara, CA 95054	40885xxxx0	and********@c********.com
Enverest Inc	4500 Great America Pkwy, Santa Clara, CA 95054	65050xxxx6
First Tech Federal Credit Union	19960 Stevens Creek Blvd Cupertino, CA 95014	85585xxxx5	aar********@f*********.com	3.5	29	1.7	127
Financial Independence	5201 Great America Pkwy Ste 456, Santa Clara, CA 95054	40898xxxx0	fin*****************@l.com
RBC Wealth Management Branch - San Jose	99 S Almaden Blvd Suite 300, San Jose, CA 95113	40829xxxx2	rbc*******@r.com	5	2			14777		16000
SVB Financial Group	3005 Tasman Dr, Santa Clara, CA 95054	40865xxxx0	aa@s**.com	3.1	20
Citibank	19300 Stevens Creek Blvd Cupertino, CA 95014	40856xxxx8	abb********@c*.com			1.7	32
Citibank	2500 Pruneridge Ave Santa Clara, CA 95050	40821xxxx9	abb********@c*.com			2.5	36
J.R. Financial & Insurance Services	2005 De La Cruz Blvd, #120, Santa Clara, CA 95050	40864xxxx2	and*@j**.com
Grace Keng - Keller William Silicon City	2520 Mission College Blvd Ste 102 Santa Clara, CA 95054	40879xxxx7				3.5	16
Reltron	2940 Scott Blvd, Santa Clara, CA 95054	40823xxxx0	col****@r****.com
Venture Lab Niterra Group	3979 Freedom Cir #401, Santa Clara, CA 95054
Online Trading Academy	1798 Technology Dr Ste 152 San Jose, CA 95110	40853xxxx0	a.g**@t***********.com			2.9	76
Sherwood Partners, Inc.	3945 Freedom Cir #560, Santa Clara, CA 95054	65045xxxx1	ade****@s****.com	1	1
Klm Capital	3080 Olcott St #205c, Santa Clara, CA 95054	40885xxxx3	alf***@k*******.com
Maria Afzal Real Estate Group	467 1st St Ste 200 Los Altos Hills, CA 94022	65056xxxx3	MAR@M*******.COM	4.9	9
Charles Schwab	19620 Stevens Creek Blvd #100, Cupertino, CA 95014	40844xxxx0	3d@c*****.schwab	3.5	12
Foster Weeks	232 Townsend St San Francisco, CA 94107	41534xxxx5	inf@g***************.com			5	16	1516	18	1500
Edelman Financial Engines	2350 Mission College Blvd, Santa Clara, CA 95054	40897xxxx5	a.b***@e*************.com					18774	23	20000
Capital V Group	10080 N Wolfe Rd SW3-200, Cupertino, CA 95014	40872xxxx2	arv*****@l.com	5	1
Merrill Investment & Retirement Financial Center	2925 Scott Blvd, Santa Clara, CA 95054	40896xxxx0	ala********@m.com
First Pacific Real Estate	603 Carlsbad St, Milpitas, CA 95035	40831xxxx3				5	7
Citibank	1310 El Paseo De Saratoga San Jose, CA 95130	40868xxxx1	abb********@c*.com	3.9	16	1.7	28
o2 Mortgage	900 E Hamilton Ave Ste 100 Campbell, CA 95008	40861xxxx0	cha**@o**.com			5	283
Citibank	3490 Stevens Creek Blvd San Jose, CA 95117	40821xxxx6	abb********@c*.com	2.4	14	2	22
Edward Jones	69 Washington St, Santa Clara, CA 95050	40898xxxx9	a.j*******@e********.com					87358		99000
Pacific Bay Financial	333 Gellert Blvd Ste 114 Daly City, CA 94015	41524xxxx0	kxx**********@p****************.com	5	7	4.7	46
LG Technology Ventures	2755 Great America Way #425 Santa Clara, CA 95054		and@l***********.com
Susan Merani - Keller Williams Realty	2110 S Bascom Av Ste 101 Campbell, CA 95008	40834xxxx6	leg*@k.com			5	11
Sequoia Wealth Advisors and Invesment Management, Inc.	99 S Almaden Blvd #925, San Jose, CA 95113	40864xxxx0	bbe**@s******.com	5	2			258	4	269
ZGC Capital Corporation	4500 Great America Pkwy Suite 100, Santa Clara, CA 95054	40889xxxx8	con**@z*******.com	5	2			6743	21	6700
Citibank	200 W Taylor St San Jose, CA 95110	40821xxxx7	adr**********@c*.com	3.1	29	2.4	19
Corinthian Wealth Management	1625 The Alameda UNIT 308, San Jose, CA 95126	40899xxxx5	ang**@c*************.com					22		24
Fidelity Investments	398 West El Camino Real, Suite 102, Sunnyvale, CA 94087	18003xxxxx3	a61**@f*****.com	3.9	23			324941		345000
Ken Aspell, Realtor	2282 Market St, San Francisco, CA 94114	41531xxxx9
Carneghi-Nakasako & Associates	1550 The Alameda Suite 210 San Jose, CA 95126	40853xxxx0	bra@c**********.com			5	1
Just Global	1525 McCarthy Blvd, Milpitas, CA 95035	40879xxxx9	inf@j********.net			4.9	34			102
Chao Capital	39899 Balentine Dr Ste 200 - 1010 Newark, CA 94560	51090xxxx4
Fan Asset Management	2700 Augustine Dr, Santa Clara, CA 95054	40874xxxx2	ste******@f*****.com
Financial Oxygen	2445 Augustine Dr, Santa Clara, CA 95054	92546xxxx5	jsm*@f************.com
Dawson James Securities Inc	5201 Great America Pkwy Ste 320, Santa Clara, CA 95054	40852xxxx2	aco***@d********.com
Performant Financial Inc	4650 Old Ironsides Dr, Santa Clara, CA 95054	40865xxxx3	aad***@p***********.com
JR Financial & Insurance Services	2005 De La Cruz Blvd # 120, Santa Clara, CA 95050	40864xxxx2	jam@j**.com	5	5			175	10	185
World Financial Group	4677 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	con**************@t*********.com
Aegis Financial Advisory	3333 Bowers Ave, Santa Clara, CA 95054	40868xxxx1	joe@a************.com
Institute For Private Investors	88 Kearny St Ste 750 San Francisco, CA 94108	41593xxxx0	aw@m*********.net
CalBay Investments, Inc	2880 Lakeside Dr STE 100, Santa Clara, CA 95054	40898xxxx8	arm*@c**************.com
Matrix Insurance Agency	4655 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx6	cha@m*****.com
Hanmi Bank	2765 El Camino Real, Santa Clara, CA 95051	40826xxxx0	aar****@h**.com
Joseph R Sanchez - Keller Williams Bay Area Estates	16780 Lark Ave Los Gatos, CA 95032	40859xxxx2	jos**********@k.com	5	11	5	10
MoneyWise Financial Advisors	19925 Stevens Creek Blvd #100, Cupertino, CA 95014	40897xxxx1	jno*@m********.com
Edelman Financial Engines (Corporate Office)	3315 Scott Blvd 4th Floor, Santa Clara, CA 95054	83375xxxx3	aar*****@e********************.com	1.8	8			18285	13	19613
Brett Jennings Real Estate Experts	910 E Hamilton Ave Ste 130 Campbell, CA 95008	40880xxxx1	Aar@t***********.com	4.9	125	4.6	56
Victory Finance Inc	2445 Augustine Dr #150, Santa Clara, CA 95054	65038xxxx8	inf@v***************.com	5	1
Full Spectrum Financial	3333 Bowers Ave, Santa Clara, CA 95054	40820xxxx4
Citibank	10 Almaden Blvd Ste 100 San Jose, CA 95113	40821xxxx8	abb********@c*.com			2.3	25
RMK Scale Ventures	2330 Cabrillo Ave, Santa Clara, CA 95050	40851xxxx4	app@r**.com
Rogers Investment Advisors	2975 Bowers Ave Ste 107, Santa Clara, CA 95051	40856xxxx1	tim@r*************.com
Firsthand Capital Management	150 S Almaden Blvd, San Jose, CA 95113	40829xxxx0	inf@f**************.com	1	1
Dimitar Kotov - Ameriprise Financial Services	1999 S Bascom Ave Ste 1060 Campbell, CA 95008	40887xxxx7	dim**********@a*.com			1.7	12
Jay Sondhi, U.S. Bank Home Mortgage	1998 Mountain Blvd, Oakland, CA 94611	51039xxxx0	all*******@a***.usbank	5	53	5	131	345310	5614	347000
Holly Investment Inc	4701 Patrick Henry Dr, Santa Clara, CA 95054	40821xxxx9
Citibank	12948 Saratoga Sunnyvale Rd Saratoga, CA 95070	40887xxxx6	abb********@c*.com			2.7	18
MineLani Trucking, Inc	4701 Patrick Henry Dr #601, Santa Clara, CA 95054	40850xxxx0		4	4
First Union	2900 Lakeside Dr, Santa Clara, CA 95054	40874xxxx0	aar********@w*******.com					157015		11
Brenda Avilla-Kintz - Realty One Group American	42820 Albrae St, Fremont, CA 94538	40882xxxx0	avi***@c***************.com			5	2
James Endo - Endo Real Estate Group	16780-A Lark Ave Los Gatos, CA 95032	40856xxxx1	aca********@k.com	5	13	3.2	9	2479	2	2400
Index Gurus	5350 Paso Del Rio Way, Concord, CA 94521	92535xxxx0	far@i*******.com			5	48
Silicon Valley Capital Partners	1731 Technology Dr #810, San Jose, CA 95110	40823xxxx0	ali*@s*.com	5	2
Merrill Investment & Retirement Financial Center	2900 El Camino Real, Santa Clara, CA 95051	40841xxxx0	ala********@m.com
Liz Williams-Itterly - Compass Real Estate	12772 Saratoga/Sunnyvale Rd Ste 1000 Saratoga, CA 95070	40891xxxx3				5	18
FIG Capital	1091 Lincoln Ave, San Jose, CA 95125	40829xxxx0	dhc***@f*******.com	5	2
Citibank	5 N Milpitas Blvd Milpitas, CA 95035	40892xxxx4	abb********@c*.com	2.8	46	1.9	57
Darren Bado - Associate Financial Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
Goldman Investments Inc. - CLOSED	1717 Bellomy St, Santa Clara, CA 95050
The Reinalt-Thomas Corp	4595 Stevens Creek Blvd, Santa Clara, CA 95051	40824xxxx6	jan***@d***************.com
Thanh Tin Financial Services	3501 Thomas Rd, Santa Clara, CA 95054	40872xxxx7									1	2
Charles Schwab	438 E El Camino Real, Sunnyvale, CA 94087	40852xxxx0	app*****************@s***.com	3.6	16
JTC Group	99 N Almaden Blvd #875, San Jose, CA 95113	80033xxxx1	jtc@j*******.com					5756	47	5900
DCI Mortgage and Investment	85 Saratoga Ave Suite 212, Santa Clara, CA 95051	40865xxxx0	jk@d***************.com	5	5
Amar Realtor	505 Hamilton Ave Ste 100 Palo Alto, CA 94301	65043xxxx8	ama@k.com	4.9	190	4.9	218
Five Star Property Management	201 Spear St, Ste 1100 - 3256 San Francisco, CA 94105	65043xxxx6	bdm@g***********.com			2.9	49
Global Wealth Partners, Inc.	1764 The Alameda, San Jose, CA 95126	40823xxxx0	ama**@g********************.com	5	1					35
Jianyi Investment Development Inc	4633 Old Ironsides Dr, Santa Clara, CA 95054	40898xxxx9
Grassi Investment Management	2350 Mission College Blvd, Santa Clara, CA 95054	65093xxxx0	buz@g*********.com
Fidelity Investments	2580 West El Camino Real, Suite 9, Mountain View, CA 94040	18003xxxxx5	a61**@f*****.com	3.3	15			330764		354000
Phuong N Quach - Private Wealth Advisor, Ameriprise Financial Services	3945 Freedom Cir Ste 460, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com	4.3	3
Fidelity Investments	4160 North First Street, San Jose, CA 95134	18005xxxxx9	a61**@f*****.com	2.9	22			329208		353000
ELIM Investment Company	1765 Scott Blvd Suite 201, Santa Clara, CA 95050	40878xxxx1	che***********@g**.com	5	5
Quach, Phuong N, CFP	3945 Freedom Cir, Santa Clara, CA 95054	40833xxxx0	cor*********@a*.com
American Express	5155 Stevens Creek Blvd, Santa Clara, CA 95051	40824xxxx5	aar@a************.com					921109		79
Leonora Cruz	1712 Meridian Ave, San Jose, CA 95125	40820xxxx4	leo**@l********.com
Doug Goss - The Goss Real Estate Group - KW Bay Area Estates	16780 Lark Ave Ste A Los Gatos, CA 95032	40823xxxx7	mar****@l**.com			5	16	4445	24	4900
Williams Howie And Associates A Branch Of American Express	4675 Stevens Creek Blvd, Santa Clara, CA 95051	40826xxxx3	aar@a************.com					921120		79
Maggie Guo - Compass	1377 El Camino Real Ste 150 Menlo Park, CA 94025	40883xxxx6	ana*@g**.com			5	20
UBS Institutional Consulting - Menlo Park Team - UBS Financial Services Inc.	305 Lytton Ave, Palo Alto, CA 94301	65028xxxx8	abc*****@u.com
Amerimac Cal-West Financial	1038 Leigh Ave Ste 218 San Jose, CA 95126	40881xxxx0	chr@a*****.com			4.4	8
Citibank	395 W El Camino Real Sunnyvale, CA 94087	40882xxxx3	abb********@c*.com	3.2	73	2.8	20
Kohli, Vikram, MBA	3130 De La Cruz Blvd, Santa Clara, CA 95054	40898xxxx5	dns***@a*.com
Rosie Poliquin	Gilroy, CA 95020	40860xxxx0	ROS@R**********.COM			5	2
NRI Wealth	5201 Great America Pkwy # 350, Santa Clara, CA 95054	51081xxxx4	inf@n*******.com
Intel Corporation	2200 Mission College Blvd, Santa Clara, CA 95054	40876xxxx0	aar**********@i**.com	4.6	226			186875	45	36
Tuan D Tran	111 N Market St, Ste 300 San Jose, CA 95113	40889xxxx9	060***********************************@w***************.com			4.9	88
Fidelity Investments	434 N. Santa Cruz Avenue, Los Gatos, CA 95030	18005xxxxx4	a61**@f*****.com	3.8	4			324941		345000
Citibank	3755 El Camino Real Santa Clara, CA 95051	40856xxxx9	abb********@c*.com	2.8	25	2	41