AdvisorCensus / Financial advisors / California / San Francisco, CA / SEI Private Trust Company
Financial advisors in San Francisco, CA using SEI Private Trust Company
3 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name SEI Private Trust Company as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Giving Tree Wealth Advisors | San Ramon | SEC-registered investment adviser | $100 million to $500 million |
| Vantage Wealth Management, LLC | San Mateo | SEC-registered investment adviser | $1 billion to $5 billion |
| Wealthvalues, LLC | Redwood City | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. SEI Private Trust Company nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using SEI Private Trust Company. https://advisorcensus.com/advisors/ca/san-francisco/custodians/sei-private-trust https://advisorcensus.com/advisors/ca/san-francisco/custodians/sei-private-trust