Overview
Assets Under Management: $265 million
Headquarters: SAN JOSE, CA
High-Net-Worth Clients: 63
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.94
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 666
Discretionary Accounts: 666
Regulatory Filings
CRD Number: 139009
Last Filing Date: 2024-03-29 00:00:00
Website: https://rcsadvisor.com