Overview
Assets Under Management: $198 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 66
Average Client Assets: $3 million
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