Van Alstyne & Co Inc is an adviser based in San Mateo. It manages $33.48 million of regulatory assets for 30 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Van Alstyne & provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Van Alstyne & Co Inc is $33.48 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Van Alstyne & Co Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Bruce Edmon Vanalstyne has been acting as President since 1 Aug 1985. Bruce Lane Van Alstyne joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Van Alstyne & Co Inc performs its advisory services is located at 2555 Flores St, San Mateo, CA 94403 2344, which is also the mailing address of the firm. An additional office of the firm is in Carmel, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-522-9090 or by fax 650-522-9798. The normal business hours are by appointment only on Monday - Friday.