|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| van Strum & Towne Inc
✚
|
|
|---|---|
| CRD # | 106228 |
| SEC # | 801-11816 |
| CIK # | 0001080173 |
| AUM | $429.9 M (2025-03-28) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 415-981-3455 |
| Address | 733 Front Street San Francisco, CA 94111-1993 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 28.1 | ||
| Automatic Data Processing Inc | 15.3 | ||
| J P Morgan Chase & Co | 11.5 | ||
| Alphabet Inc | 10.4 | ||
| International Business Machines Corp | 9.2 | ||
| Amgen Inc | 9.1 | ||
| Ecolab Inc | 9.1 | ||
| Procter & Gamble Co | 8.3 | ||
| AbbVie Inc | 7.6 | ||
| Johnson & Johnson | 7.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 8.6 |
| (b) Individuals (high net worth individuals) | 76 | 357.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 24.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 39.9 |
| (n) Other | 0 | 0.0 |
| Total | 267 | 429.9 |
| By Discretionary | ||
| Discretionary | 260 | 384.9 |
| Non-Discretionary | 7 | 45.0 |
| Total | 267 | 429.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 429.9 | |
| Total | 267 | 429.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001080173] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.4 |
|
Vantage Point Financial LLC
✚
|
IL | 0.4 |
|
True North Retirement Advisors LLC
✚
|
OR | 0.4 |
|
von Berge Wealth Management Group LLC
✚
|
CA | 0.4 |
|
Paces Ferry Wealth Advisors LLC
✚
|
GA | 0.4 |
|
Acorn Wealth Advisors LLC
✚
|
MI | 0.4 |
|
Delta Financial Advisors LLC
✚
|
LA | 0.4 |
|
The Menard Financial Group LLC
✚
|
TX | 0.4 |
|
Sterling Wealth Management Inc
✚
|
IL | 0.4 |
|
Beta Wealth Group Inc
✚
|
CA | 0.4 |