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
By the Numbers
-
Total Assets Under Management381MILLION
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Total Number of Accounts260ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, OR, TX, WA
Financial Advisors at Van Strum & Towne Inc.
1
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 (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.
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