Van Alstyne & Co Inc (San Mateo)

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.

Van Alstyne &: assets under management

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 firm manages $12.34 million in discretionary accounts and $21.14 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $474.51 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.29 million.

Fees & Commissions

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.

Careers at Van Alstyne & Co Inc

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bruce Edmon Vanalstyne	President/director	1 Aug 1985	25% - 50%	452419
Barbara W Van Alstyne	Secretary/treasurer	1 Aug 1985	25% - 50%	4428127
Barbara Winifred Van Alstyne	Secretary/treasurer	1 Aug 1985	25% - 50%	4428127
Mary Clark Van Alstyne	Office manager	1 Mar 1991	Other	4428119
Bruce Lane Vanalstyne	Vice president	1 Mar 1991	Other	861790
Mary Clark Van Alstyne	Vice president/secretary	1 Aug 2003	Other	4428119
Bruce Edmond Van Alstyne	Chairman	1 Oct 2003	25% - 50%	452419
Mary Clark Van Alstyne	Vice president-operations	1 Oct 2003	Other	4428119
Bruce Lane Van Alstyne	President	1 Oct 2003	Other	861790
Bruce Lane Van Alstyne	President and chief compliance officer	1 Oct 2004	Other	861790

Based in San Mateo

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.