|
⚲
|
| Keyboard |
| van Strum & Towne Inc
✚
|
|
|---|---|
| CRD # | 106228 |
| SEC # | 801-11816 |
| CIK # | 0001080173 |
| AUM | 483.0 M (2026-03-27) |
| Employees | 6 (50% 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 | 19.1 | ||
| Alphabet Inc | 16.4 | ||
| J P Morgan Chase & Co | 11.1 | ||
| Amgen Inc | 11.0 | ||
| Johnson & Johnson | 10.9 | ||
| Automatic Data Processing Inc | 10.1 | ||
| Ecolab Inc | 8.7 | ||
| AbbVie Inc | 8.4 | ||
| International Business Machines Corp | 7.5 | ||
| Procter & Gamble Co | 7.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18 | 9.1 |
| (b) Individuals (high net worth individuals) | 76 | 403.4 |
| (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 | 25.2 |
| (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 | 45.4 |
| (n) Other | 0 | 0.0 |
| Total | 271 | 483.0 |
| By Discretionary | ||
| Discretionary | 265 | 443.0 |
| Non-Discretionary | 6 | 40.1 |
| Total | 271 | 483.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 480.6 | |
| Total | 271 | 483.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001080173] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Exodus Wealth LLC
✚
|
FL | 483.6 M |
|
Altman Advisors Inc
✚
|
IL | 483.4 M |
|
USAdvisors Wealth Management LLC
✚
|
MN | 483.3 M |
|
Joyce Wealth Management LLC
✚
|
TX | 483.1 M |
|
Astoria Strategic Wealth Inc
✚
|
482.5 M | |
|
Monte Financial Group LLC
✚
|
CT | 482.4 M |
|
Genesis Private Wealth LLC
✚
|
VA | 482.4 M |
|
Physicians Financial Services Inc
✚
|
NC | 482.3 M |
|
SS&H Financial Advisors Inc
✚
|
MI | 482.2 M |
|
Oakstreet Wealth Management Inc
✚
|
TX | 482.0 M |