OSTERWEIS CAPITAL MANAGEMENT
Tel: 415-434-4441 One Maritime Plaza, Suite 800 San Francisco, California 94111
About OSTERWEIS CAPITAL MANAGEMENT
OSTERWEIS CAPITAL MANAGEMENT is a San Francisco, California based financial advisory firm with nearly $6,352,874,498 in assets under management and provides investment advisory services for 321 clients. There are currently 60 financial advisors at the firm.
General Information
Firm CRD#:
109580
Firm SEC#:
801-54360
Assets Under Management:
$6,352,874,498
No. of Clients:
321
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients
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