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Paul Anthony Violich

VIOLICH CAPITAL MANAGEMENT·SAN FRANCISCO, California
Clean recordVIOLICH 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Paul 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
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1847840
Firm CRD# 111410
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul Anthony Violich offer?
Paul Anthony Violich specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
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, working with VIOLICH CAPITAL MANAGEMENT. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
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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