Overview
Assets Under Management: $376 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 9
Average Client Assets: $33 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 9
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.08
Average High-Net-Worth Client Assets: $33 million
Total Client Accounts: 815
Discretionary Accounts: 465
Non-Discretionary Accounts: 350
Regulatory Filings
CRD Number: 114245
Filing ID: 2004736
Last Filing Date: 2025-07-28 16:12:00
Website: https://rsi2.com