Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
943112753
SEC advisor number
801-36445
FINRA CRD number
107341
AUM ?
$6.53 bn
(as of 7 Jun 23)
Accounts
3,790
(as of 7 Jun 23)
Employees
89
(47 investment advisory or research)
Address
Wetherby Asset Management
580 CALIFORNIA STREET
8TH FLOOR
SAN FRANCISCO
CA 94104
580 CALIFORNIA STREET
8TH FLOOR
SAN FRANCISCO
CA 94104
Phone
415-399-9159
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21