Ashley Dunning
Investment adviser representative at Svb Asset Management
12 yearsExperience
1 stateRegistered in
$32.3BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Svb Asset ManagementSep 2022 to now
- Inspire Advisors, LLCOct 2019 to Sep 2022
- Inspire Investing, LLCOct 2019 to Sep 2022
- Wise WealthOct 2018 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2014 to Oct 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Svb Asset Management
$32.3BAssets managed
458Clients
8Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6381017
- Firm CRD
- 124567