V
$483.0M Total AUM
$443.0M Disc. AUM
11.9% 3Y CAGR
6 Employees
101 ADV. Clients
50 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-30-1976
- Office Locations
- 1
Office Locations
733 Front Street Suite 110 SAN Francisco CA
About VAN Strum & Towne INC
VAN Strum & Towne INC is a SAN Francisco-based RIA. The firm has been operating for 50 years. Managing $483.0M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and US Bank.
Team overview
34 AVG AGE
$161.0M AVG AUM / ADVISOR
$4.8M AVG AUM / CLIENT
3.4 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
50yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES LAIRD COLLINS
Chairman
- CRD
- #4329798
- Ownership
- 50% but less than 75%
Available
Available
Available
B
BARBARA ANN WRIGHT
Owner, Principal, Secretary, TREASURER
- CRD
- #4329799
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 3 owners & executives
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E
EVAN XIAOYI KE
--
- CRD
- #5908815
Available
Available
Available
Showing 1 of 4 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $442,958,445 | $1,671,541 |
| Non-Discretionary | $40,077,181 | $6,679,530 |
| Total | $483,035,626 | $1,782,419 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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