Overview
Assets Under Management: $6.1 billion
Headquarters: ROCKVILLE, MD
High-Net-Worth Clients: 744
Average Client Assets: $4.2 million
Frequently Asked Questions
BRONFMAN ROTHSCHILD is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #168095), BRONFMAN ROTHSCHILD is subject to fiduciary duty under federal law.
BRONFMAN ROTHSCHILD is headquartered in ROCKVILLE, MD.
BRONFMAN ROTHSCHILD serves 744 high-net-worth clients according to their SEC filing dated August 30, 2018. View client details ↓
According to their SEC Form ADV, BRONFMAN ROTHSCHILD offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BRONFMAN ROTHSCHILD manages $6.1 billion in client assets according to their SEC filing dated August 30, 2018.
According to their SEC Form ADV, BRONFMAN ROTHSCHILD serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 744
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.02%
Average Client Assets: $4.2 million
Total Client Accounts: 2,250
Discretionary Accounts: 2,168
Non-Discretionary Accounts: 82
Regulatory Filings
CRD Number: 168095
Filing ID: 1238438
Last Filing Date: 2018-08-30 15:03:00