OSTERWEIS CAPITAL MANAGEMENT - Financial Advisor in California, San Francisco

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

No. of Advisors:

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

Fee Structure:

A percentage of AUM, Fixed fees

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