Van Strum & Towne Inc.

Van Strum & Towne Inc. (CRD# 106228) is a financial advisory firm headquartered in San Francisco, CA. They manage $380,740,658 in 260 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
505 Sansome Street, Suite 1001, San Francisco, CA 94111
https://www.vanstrum.com
By the Numbers
  • Total Assets Under Management
    381
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,464,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Van Strum & Towne Inc.
Showing 1 - 2 of 2 top financial advisors.
1
James Collins, financial advisor San Francisco CA
James L. Collins
CRD#: 4329798
505 Sansome Street, Suite 1001, San Francisco, CA 94111

James Collins (CRD# 4329798) is an Investment Advisor Representative working at Van Strum & Towne Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

2
Barbara Wright, financial advisor San Francisco CA
Barbara A. Wright
CRD#: 4329799
505 Sansome Street, Suite 1001, San Francisco, CA 94111

Barbara Wright (CRD# 4329799) is an Investment Advisor Representative working at Van Strum & Towne Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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