Overview
Assets Under Management: $469 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 48
Average Client Assets: $9.6 million
Frequently Asked Questions
ROBERTSON STEPHENS ADVISORS 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 #166736), ROBERTSON STEPHENS ADVISORS is subject to fiduciary duty under federal law.
ROBERTSON STEPHENS ADVISORS is headquartered in SAN FRANCISCO, CA.
ROBERTSON STEPHENS ADVISORS serves 48 high-net-worth clients according to their SEC filing dated January 12, 2018. View client details ↓
According to their SEC Form ADV, ROBERTSON STEPHENS ADVISORS offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
ROBERTSON STEPHENS ADVISORS manages $469 million in client assets according to their SEC filing dated January 12, 2018.
According to their SEC Form ADV, ROBERTSON STEPHENS ADVISORS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.60%
Average Client Assets: $9.6 million
Total Client Accounts: 269
Discretionary Accounts: 269
Regulatory Filings
CRD Number: 166736
Filing ID: 1164272
Last Filing Date: 2018-01-12 14:51:00