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VIOLICH CAPITAL MANAGEMENT
201 California Street
Suite 650
San Francisco, California 94111
Tel: 415-217-4444
About VIOLICH CAPITAL MANAGEMENT
VIOLICH CAPITAL MANAGEMENT, formally registered with the SEC as VIOLICH CAPITAL MANAGEMENT. The firm was established in 09/03/1999. They have over 1 offices throughout the country.
VIOLICH CAPITAL MANAGEMENT is a San Francisco, California based Financial Planning firm with nearly $797,015,946 assets under management, offering retirement planning & investment advisory services to 251 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111410 |
| SEC# | 801-56823 |
| Assets Managed by Firm | $797,015,946 |
| No. of Clients | 251 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 251 | $797,015,946 |
| Individuals (other than high net worth individuals) | 13 | $3,098,035 |
| High net worth individuals | 96 | $711,076,070 |
| Charitable organizations | 9 | $72,635,955 |
| Corporations or other businesses | 2 | $10,205,886 |
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