Sign in Sign up for free

Vasquez & Co., Inc. (San Francisco)


Vasquez & Co., Inc. is an adviser based in San Francisco. It manages $5 million of regulatory assets for 50 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Logo

Vasquez & Co. 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.

Vasquez & Co.: assets under management

The assets under management (AUM) of Vasquez & Co., Inc. is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $100 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Vasquez & 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.

Based in San Francisco

The principal office where Vasquez & Co., Inc. performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-745-3601 or by fax 415-745-3301. The normal business hours are 8am-6pm on Monday - Friday. You can find more information about the New York firm at vsqz.co.


Registered investment advisers similar to Vasquez & Co., Inc.