Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > california > san francisco > VAN STRUM & TOWNE INC
VAN STRUM & TOWNE INC
733 Front Street
Suite 110
San Francisco, California 94111-1993
Tel: 415-981-3455
About VAN STRUM & TOWNE INC
VAN STRUM & TOWNE INC, formally registered with the SEC as VAN STRUM & TOWNE INC. The firm was established in 06/30/1976. They have over 1 offices throughout the country.
VAN STRUM & TOWNE INC is a San Francisco, California based Financial Planning firm with nearly $380,740,658 assets under management, offering retirement planning & investment advisory services to 260 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106228 |
| SEC# | 801-11816 |
| Assets Managed by Firm | $380,740,658 |
| No. of Clients | 260 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 260 | $380,740,658 |
| Individuals (other than high net worth individuals) | 18 | $8,282,520 |
| High net worth individuals | 75 | $314,376,021 |
| Charitable organizations | 4 | $26,508,198 |
| Corporations or other businesses | 3 | $31,573,919 |
More Retirement Planning firms in San Francisco, California:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,315,358,763,219 | 22262 | 1384 | |
| $3,047,294,350,591 | 522 | 700 | |
| $2,615,929,249,500 | 2811 | 3194 | |
| $1,098,805,397,188 | 304509 | 857 | |
| $467,015,634,913 | 18979 | 408 |
Explore More Retirement Advisors in San Francisco, California