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VAN STRUM & TOWNE INC
CRD 106228 · SEC 801-11816
733 FRONT STREET, SUITE 110, SAN FRANCISCO, CA, 94111-1993, United States
Phone
415-981-3455
Fax
415-981-3425
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$483.0M
Discretionary AUM
$443.0M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $9.1M |
| High net worth individuals | 76 | $403.4M |
| Charitable organizations | 4 | $25.2M |
| Corporations/business entities | 3 | $45.4M |
States served
CA, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD