# CRYSTAL ASSET MANAGEMENT, LLC

CRYSTAL ASSET MANAGEMENT, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111067
- Type: SEC-registered investment adviser
- SEC file number: 801-58241
- Location: ONE EMBARCADERO CENTER, SUITE 4100, SAN FRANCISCO, CA, 94111
- Phone: 800-365-5726
- Latest filing: 2002-09-30
- Regulatory AUM: $93.6M
- Discretionary AUM: $93.6M
- Clients: 1
- Accounts: 81

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| KIM ROY | SECRETARY/TREASURER | — |
| FOLLIS ROGER DANIEL | MANAGING MEMBER/CEO | — |
| HARTLEY CHARLES DOUGLAS | EXECUTIVE VICE PRESIDENT MARKETING | — |
| HARRINGTON WENDY LIISA | CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111067/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111067/similar
- Related entities: https://search.stillhousedata.com/firm/111067/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111067

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.