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Vlahos William George (San Francisco)


Vlahos William George is a large advisory firm based in San Francisco. It manages $42.46 million of regulatory assets for 143 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Vlahos William George provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vlahos William George: assets under management

The assets under management (AUM) of Vlahos William George is $42.46 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -53% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $42.46 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $296.92 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vlahos William George for their services and products based on a percentage of assets under management and performance-based fees. 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 Vlahos William George performs its advisory services is located at 220 Sansome Street, San Francisco, CA 94104, 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 415-982-2123 or by fax 415-982-2528. The normal business hours are 6:30-4:30 on Monday - Friday. You can find more information about the New York firm at www.vlahosim.com.


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