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Van Strum & Towne, Inc.

EST. AUM
$483,035,626

CONTACTS

CLIENT ACCOUNTS
267

Firm Details

Metro area San Francisco
CRD Number 106228
Website vanstrum.com
Client types

Overview

Van Strum & Towne, Inc. was an independent, SEC-registered investment advisory firm originally headquartered in San Francisco, California. Established as one of the pioneering independent investment counsel firms on the West Coast, the practice provided fee-only discretionary portfolio management, investment advisory, and fiduciary wealth management services to ultra-high-net-worth individuals, multigenerational families, trusts, and institutional endowments. The firm specialized in individual equity selection, fixed-income strategies, estate planning, and long-term wealth preservation before merging into larger regional wealth management platforms.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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