Overview
Assets Under Management: $67.0 billion
High-Net-Worth Clients: 512
Average Client Assets: $32 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 512
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.24
Average High-Net-Worth Client Assets: $32 million
Total Client Accounts: 130,105
Discretionary Accounts: 105,347
Non-Discretionary Accounts: 24,758
Regulatory Filings
CRD Number: 124925
Filing ID: 2010026
Last Filing Date: 2025-08-28 06:45:00
Website: https://rathbones.com