Van Strum & Towne Inc
● SEC registered since 1976CRD 106228SEC# 801-11816San Francisco, CA
Reg. AUM
$483M
Employees
6
Accounts
271
Location
San Francisco, CA
Van Strum & Towne Inc assets under management
Van Strum & Towne Inc is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 1976. It reports $483 million in regulatory assets under management and employs 6 people.
Van Strum & Towne Inc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Barbara Ann Wright Control | Treasurer And Secretary | 50-75% | 2001 |
| James Laird Collins Control | Chairman | 50-75% | 2010 |
| Lalaine Valencia Le | Chief Compliance Officer | Under 5% | 2024 |
Frequently asked questions
How much does Van Strum & Towne Inc manage?
Van Strum & Towne Inc reports $483 million in regulatory assets under management on its Form ADV.
How many employees does Van Strum & Towne Inc have?
Van Strum & Towne Inc reports 6 employees.
Where is Van Strum & Towne Inc located?
Van Strum & Towne Inc is based in San Francisco, CA and has been SEC-registered since 1976.
Does Van Strum & Towne Inc disclose fund performance?
Van Strum & Towne Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 733 Front Street, Suite 110, San Francisco, CA 94111-1993 |
| Phone | 415-981-3455 |
| Fax | 415-981-3425 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1080173 |
| Discloses disciplinary history | No |
Regulatory AUM
$483M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$483Mregulatory AUM
Discretionary $443MNon-discretionary $40.1M