VAN STRUM & TOWNE INC
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 106228
- Registered since
- June 30, 1976
- Website
- www.vanstrum.com
- Custodians
- CHARLES SCHWAB & CO., INC., U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI83.5%
- Corporations / Businesses9.39%
- Charitable Organizations5.22%
- Individuals1.88%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Van Strum & Towne Inc. is an independent registered investment adviser that has been operating since 1976. The firm is organized as a corporation owned by individuals and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services center on financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Fee arrangements include a percentage-of-assets model and fixed fees. The firm reports a preference for equities and uses exchange-traded instruments heavily in client portfolios. It does not identify as an active ESG investor, does not operate as a multi-state adviser, and does not function as a capital allocator on behalf of external funds.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds13%
- Cash & Cash Equivalents4%
- Public Funds/Mutual Funds3%
- State & Local Bonds2%
Owners & executives
1 of 1LALAINE LE
Chief Compliance OfficerCRD 5775410
Contacts
3 of 3BARBARA WRIGHT
Principal & OwnerCRD 4329799
JAMES COLLINS
PrincipalCRD 4329798
EVAN KE
Portfolio ManagerCRD 5908815
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$134M in ETFs
100%
$134M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $24.8M | 497,026 | 18.57% |
Location
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN FRANCISCO
- Address
- 733 Front St
- Time zone
- PT (UTC-8)
- Office locations
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