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Building 2VIOLICH CAPITAL MANAGEMENT

Map pinMILL VALLEY, CA
Phone415-217-4444
NotebookSEC #801-56823
Total AUM
$1B
Employees
1
Clients
117

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 BELVEDERE PLACE
SUITE 310
MILL VALLEY
CA 94941
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-217-4444

ReceiptFinancials

Total AUM
$1B
Accounts
261
Discretionary
$1B
Accounts
261
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$4M
HNW Individual Clients
95
AUM
$923.3M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
8
AUM
$95M
Corporation or Business Clients
3
AUM
$16.7M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAHI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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