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Adam Anthony Violich

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California
Clean recordVIOLICH CAPITAL MANAGEMENT
201 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 2776209Firm CRD# 111410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Anthony Violich · SAN FRANCISCO, CA
Registration
CRD #2776209 · VIOLICH CAPITAL MANAGEMENT
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam Anthony Violich is a registered financial advisor based in SAN FRANCISCO, California, affiliated with VIOLICH CAPITAL MANAGEMENT. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
VIOLICH CAPITAL MANAGEMENT
VIOLICH CAPITAL MANAGEMENT
AUM
$797M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at VIOLICH CAPITAL MANAGEMENT →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2776209
Firm CRD# 111410
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam Anthony Violich offer?
Adam Anthony Violich specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Adam Anthony Violich's credentials?
Adam Anthony Violich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Anthony Violich located?
Adam Anthony Violich is based in SAN FRANCISCO, California, working with VIOLICH CAPITAL MANAGEMENT. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Adam Anthony Violich charge for services?
Adam Anthony Violich's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VIOLICH CAPITAL MANAGEMENT?
VIOLICH CAPITAL MANAGEMENT has approximately 1 employees and manages $797M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at VIOLICH CAPITAL MANAGEMENT

Paul Anthony Violich
SAN FRANCISCO, CA
John James Kolozsi
SAN FRANCISCO, CA

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Research
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