Van Wagoner Capital Management Inc (San Franicisco)

Name: Van Wagoner Capital Management Inc
Address: 3 Embarcadero Ctr., Suite 1120, San Franicisco, CA, 94111
Telephone: 415-835-5000

Van Wagoner Capital Management Inc is an adviser based in San Franicisco. It manages $19.63 million of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Van Wagoner Capital Management provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, and market timing services. 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 Wagoner Capital Management: assets under management

The assets under management (AUM) of Van Wagoner Capital Management Inc is $19.63 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $19.63 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $4.91 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Van Wagoner Capital Management Inc for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Van Wagoner Capital Management Inc

Garrett Vanwagoner has been acting as President since 1 Oct 1995. David Dwain Jones joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Garrett Vanwagoner	President	1 Oct 1995	75% - 100%	2458242
Garrett Richard Vanwagoner	President	1 Oct 1995	75% - 100%	2458242
William Xavier Minor	Chief financial officer	1 Jan 1999	Other	336483
David Dwain Jones	Chief compliance officer	1 Apr 2009	Other	2761758

Based in San Franicisco

The principal office where Van Wagoner Capital Management Inc performs its advisory services is located at 3 Embarcadero Ctr., Suite 1120, San Franicisco, CA 94111, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-835-5000 or by fax 415-835-5050. The normal business hours are 6:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.vanwagoner.com.