Wentworth, Hauser And Violich, Inc. (San Francisco)
Wentworth, Hauser And Violich, Inc. is a large advisory firm based in San Francisco. It manages $13.51 billion of regulatory assets for 24,438 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.
Wentworth, Hauser And Violich provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Wentworth, Hauser And Violich: assets under management
The assets under management (AUM) of Wentworth, Hauser And Violich, Inc. is $13.51 billion. The firm's AUM has grown by 208% 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 Wentworth, Hauser And Violich, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
Careers at Wentworth, Hauser And Violich, Inc.
Steven Keller Buster has been acting as President since 1 Oct 2009. William Kurt Hauser joined the executive team most recently as the Chairman.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 4 indirect owners.Based in San Francisco
The principal office where Wentworth, Hauser And Violich, Inc. performs its advisory services is located at 301 Battery Street, San Francisco, CA 94111 3203, which is also the mailing address of the firm. An additional office of the firm is in Seattle, WA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-981-6911 or by fax 415-288-6153. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.whv.com.
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