Van Strum & Towne Inc is a large advisory firm based in San Francisco. It manages $259.8 million of regulatory assets for 268 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Oregon, and Texas.
Van Strum & Towne provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Van Strum & Towne Inc is $259.8 million. The firm's AUM has gone down by -45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Van Strum & Towne Inc for their services and products based on a percentage of assets under management and fixed 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.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Laird Collins is high net worth individuals with 67 clients and $213.77 million of assets under management. Among the 12 most similar advisory firms, Van Strum & Towne has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $259.8 million for 108 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Van Strum & Towne doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 60 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Laird Collins has been acting as President since 1 Jun 2010. Mark Andrew Sherman joined the executive team most recently as the Chief Compliance Officer And President.
The principal office where Van Strum & Towne Inc performs its advisory services is located at 505 Sansome Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-981-3455 or by fax 415-981-3425. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at vanstrum.com.