Unclaimed Profile

Paul Anthony Violich

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California

Clean record22 years registeredVIOLICH CAPITAL MANAGEMENT

FOUR EMBARCADERO CENTER, SAN FRANCISCO, CA 94111CRD# 1847840Firm CRD# 111410

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Anthony Violich · SAN FRANCISCO, CA

Registration

CRD #1847840 · VIOLICH CAPITAL MANAGEMENT · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VIOLICH CAPITAL MANAGEMENT

VIOLICH CAPITAL MANAGEMENT

Mar 2004 – Dec 2020

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · March 31, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VIOLICH CAPITAL MANAGEMENT

CRD 111410 · SEC 801-56823

AUM

$797M

Regulatory assets under management

Employees

251 client accounts

Services offered by VIOLICH CAPITAL MANAGEMENT

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VIOLICH CAPITAL MANAGEMENT →

Introduction

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Frequently Asked Questions

What services does Paul Anthony Violich offer?

Paul Anthony Violich specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Paul Anthony Violich's credentials?

Paul Anthony Violich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Anthony Violich located?

Paul Anthony Violich is based in SAN FRANCISCO, California, last registered with VIOLICH CAPITAL MANAGEMENT.

How does Paul Anthony Violich charge for services?

Paul 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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