Wells Fargo Van Kasper, LLC (San Francisco)
Wells Fargo Van Kasper, LLC is a large advisory firm based in San Francisco. It manages $266.45 million of regulatory assets for 1,410 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Idaho, and 5 other states.
Wells Fargo Van Kasper provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wells Fargo Van Kasper: assets under management
The assets under management (AUM) of Wells Fargo Van Kasper, LLC is $266.45 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Wells Fargo Van Kasper, LLC for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Wells Fargo Van Kasper, LLC
Franklin Vanda Kasper has been acting as President since 1 Jul 1999. Steven Dale Piper joined the executive team most recently as the Chief Compliance Officer, Crop And Srop.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 1 indirect owner.Based in San Francisco
The principal office where Wells Fargo Van Kasper, LLC performs its advisory services is located at 600 California Street, San Francisco, CA 94108 2704, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-391-5600 or by fax 415-675-2777. The normal business hours are 6:00 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.fsvk.com.
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