1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2VAN STRUM & TOWNE INC

Map pinSAN FRANCISCO, CA
Phone415-981-3455
NotebookSEC #801-11816
Total AUM
$483M
Employees
6
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
733 FRONT STREET
SUITE 110
SAN FRANCISCO
CA 94111-1993
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
415-981-3455

ReceiptFinancials

Total AUM
$483M
Accounts
271
Discretionary
$443M
Accounts
265
Non-Discretionary
$40.1M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
18
AUM
$9.1M
HNW Individual Clients
76
AUM
$403.4M
Charitable Organization Clients
4
AUM
$25.2M
Corporation or Business Clients
3
AUM
$45.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account