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Van Strum & Towne Inc

● SEC registered since 1976CRD 106228SEC# 801-11816San Francisco, CA
Export (members)
Reg. AUM
$429.9M
Employees
5
Accounts
267
Location
San Francisco, CA

Van Strum & Towne Inc assets under management

Van Strum & Towne Inc is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1976. It reports $429.9 million in regulatory assets under management and employs 5 people.

Van Strum & Towne Inc owners & executives

3 reported
NameTitleOwnershipSince
Barbara Ann Wright ControlTreasurer And Secretary50-75%2001
James Laird Collins ControlChairman50-75%2010
Lalaine Valencia LeChief Compliance OfficerUnder 5%2024

Frequently asked questions

How much does Van Strum & Towne Inc manage?

Van Strum & Towne Inc reports $429.9 million in regulatory assets under management on its Form ADV.

How many employees does Van Strum & Towne Inc have?

Van Strum & Towne Inc reports 5 employees.

Where is Van Strum & Towne Inc located?

Van Strum & Towne Inc is based in San Francisco, CA and has been SEC-registered since 1976.

Does Van Strum & Towne Inc disclose fund performance?

Van Strum & Towne Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address733 Front Street, Suite 110, San Francisco, CA 94111-1993
Phone415-981-3455
Fax415-981-3425
Office hours8:00 a.m. - 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1080173
Discloses disciplinary historyNo

Assets under management

Discretionary$384.9M
Non-discretionary$45M
Total (RAUM)$429.9M