317-622-8970 Back to results

Osterweis Private Client

Finance · San Francisco, California

FinancialFinance
San Francisco, California, United States56 employees$3.8M revenue
Visit Website

Find prospects like Osterweis Private Client

Get a list of similar companies, matched by industry, size and location, ready for outreach.

Free sample of 25 companies by email within one business day. No spam: we only use your email for this request.

Products & Services

FinancialFinanceFinancial Services

About Osterweis Private Client

Private clients at Osterweis receive a unique blend of expertise and service that has been developed over the past 39 years of working with high net worth individuals and families. Our investment team is relentlessly focused on growing our clients' capital over time while managing downside risk.

Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). Osterweis Private Client is one of 455,764 Financial companies listed in California.

Business Contact Information

Address
1 Maritime Plz, San Francisco, California, 94111, United States

Industry & Classification

Industry
Financial
Sector
Finance
Segment
Financial Services
IndustryFinancialFinanceFinancial Services

NAICS Codes

  • 52Finance and Insurance
  • 5239Other Financial Investment Activities
  • 523940Portfolio Management and Investment Advice

SIC Codes

  • 62Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 628Services Allied With The Exchange Of Securities
  • 6282Investment Advice

Company Details

Employees
56 (51-100)
Annual Revenue
$3.8M ($1M-$5M)

Osterweis Private Client: frequently asked questions

What does Osterweis Private Client do?

Private clients at Osterweis receive a unique blend of expertise and service that has been developed over the past 39 years of working with high net worth individuals and families. Our investment team is relentlessly focused on growing our clients' capital over time while managing downside risk.

Where is Osterweis Private Client located?

Osterweis Private Client is headquartered at 1 Maritime Plz, San Francisco, California, 94111, United States.

How many employees does Osterweis Private Client have?

Osterweis Private Client has about 56 employees (the 51-100 range).

What is Osterweis Private Client's annual revenue?

Osterweis Private Client's annual revenue is estimated at $3.8M (the $1M-$5M range).

What industry is Osterweis Private Client in?

Osterweis Private Client is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).

How can I contact Osterweis Private Client?

Its website is osterweisprivateclient.com.

Largest companies in California

Largest financial companies

Manufacturing sales in California, 2026

In California, Factur's 2026 study counted 98 manufacturing quotes worth $14.7M and 18 purchase orders over 12 months: 18% of quotes became orders, against 21% nationally. See the California data.

Own this business?

Keep your profile accurate — or ask us to take it down. We acknowledge requests within 7 days and resolve them within 30 days.

Prefer email? privacy@facturmfg.com

Add this badge to your website — show visitors you're listed on Factur Data.