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Barber Anthony Victor Jr (San Francisco)


Barber Anthony Victor Jr is a large advisory firm based in San Francisco. It manages $36.02 million of regulatory assets for 37 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Barber Anthony Victor Jr provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Barber Anthony Victor Jr: assets under management

The assets under management (AUM) of Barber Anthony Victor Jr is $36.02 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.02 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $973.39 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Barber Anthony Victor Jr for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Barber Anthony Victor Jr performs its advisory services is located at 2200 Sacramento St, Suite 302, San Francisco, CA 94115 The mailing address of the firm is 3450 Sacramento Street, #622, San Francisco, CA 94118. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-922-7665 or by fax 415-922-7350. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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