Van Strum & Towne Inc

RIASEC RegisteredEst. 1976
Total AUM
$483M
Discretionary
$443M
92% of AUM
Avg account
$1.8M
Accounts
271
Employees
6
Advisory reps
4

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

FINTRX

Overview

Van Strum & Towne Inc is an independent, SEC-registered registered investment adviser that has operated since the mid-1970s. The firm serves both individual and family clients as well as institutional accounts, offering financial planning and portfolio management for individuals, small businesses, and institutions. Its advisory engagements are fee-based, using a mix of percentage-of-AUM and fixed-fee arrangements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 78%, US Government Bonds 13%, Cash & Cash Equivalents 4%, Public Funds/Mutual Funds 3%, State & Local Bonds 2%, Investment Grade Corp Bonds 1%78%
  • Exchange Traded Equities78%
  • US Government Bonds13%
  • Cash & Cash Equivalents4%
  • Public Funds/Mutual Funds3%
  • State & Local Bonds2%

Owners & executives

1 of 1

  • Lalaine Le

    Chief Compliance OfficerCRD 5775410

Contacts

3 of 3

  • Barbara Wright

    Principal & OwnerCRD 4329799

  • James Collins

    PrincipalCRD 4329798

  • Evan Ke

    Evan Ke

    Portfolio ManagerCRD 5908815

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 25

Active vs passive

$140M in ETFs

Passive

100%

$140M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP)VanguardPassiveShort Term Inflation Protected Bond$25.6M510,55718.34%
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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth