Alison Maile Cornwell

Employer firm

Silicon Valley Capital Partners, L.p. CRD 125114

$1.29B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2012 → 02/2022
  Rebalance
  Palo Alto, CA
• 02/2022 → Present
  Silicon Valley Capital Partners
  San Jose, CA

Previous Registrations

• 2019-11-18 → 2022-03-29
  Rebalance Llc
  Palo Alto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-10-22
• S63 Uniform Securities Agent State Law Examination
  1998-12-15

Other Names

• Alison Maile Shimizu
• Alison Maile Cornwell
• Alison M Shimizu