Ashley Lynn Dunning

Svb Asset Management

5 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Svb Asset Management

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

523 clients

Average Client Portfolio

$63.0M average

Assets Under Management

$33.0B

Fee Structure

Minimum Investment:$10M

Financial Planning:Investment management only

Location

Ennis, MT

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Svb Asset Management

December 2022 - Present · 3 yrs 2 mos

Previous Registrations

Inspire Investing, LLC

August 2020 - October 2022 · 2 yrs 2 mos

Inspire Advisors, LLC

August 2020 - October 2022 · 2 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.