Overview
Assets Under Management: $198 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
Frequently Asked Questions
RHS FINANCIAL, LLC 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 #149435), RHS FINANCIAL, LLC is subject to fiduciary duty under federal law.
RHS FINANCIAL, LLC is headquartered in SAN FRANCISCO, CA.
RHS FINANCIAL, LLC serves 66 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, RHS FINANCIAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
RHS FINANCIAL, LLC manages $198 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, RHS FINANCIAL, LLC 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.13
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 160
Discretionary Accounts: 159
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 149435
Last Filing Date: 2024-03-20 00:00:00
Website: https://rhsfinancial.com