AdvisorCensus / Financial advisors / California / San Francisco, CA / U.S. Bank National Association
Financial advisors in San Francisco, CA using U.S. Bank National Association
7 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name U.S. Bank National Association as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| KKR Credit Advisors (US) LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| McMorgan & Company LLC | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Osterweis Capital Management | San Francisco | SEC-registered investment adviser | Over $5 billion |
| SVB Asset Management | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Team Hewins, LLC | Foster City | SEC-registered investment adviser | $1 billion to $5 billion |
| Van Strum & Towne Inc | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Violich Capital Management | Mill Valley | SEC-registered investment adviser | $1 billion to $5 billion |
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. U.S. Bank National Association nationwide
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AdvisorCensus. Financial advisors in San Francisco, CA using U.S. Bank National Association. https://advisorcensus.com/advisors/ca/san-francisco/custodians/u-s-bank-national-association https://advisorcensus.com/advisors/ca/san-francisco/custodians/u-s-bank-national-association