Treasurer and Secretary · Van Strum & Towne Inc
Barbara A. Wright
CRD 4329799 · Named on Form ADV at one SEC-registered adviser
At a glance
Van Strum & Towne Inc, an SEC-registered wealth manager based in SAN Francisco, CA with $483 million in regulatory assets, lists Barbara A. Wright on its Form ADV as Treasurer and Secretary, a control person.
Firms and roles
- Van Strum & Towne IncTreasurer and SecretaryWealth manager · SAN Francisco, CA · $483M in regulatory assets
AtlasMembers
Barbara’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- James L. CollinsChairman, Van Strum & Towne Inc
- Lalaine V. LeChief Compliance Officer, Van Strum & Towne Inc
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Barbara’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.