Overview
Assets Under Management: $460 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 110
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 110
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.84
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 157
Discretionary Accounts: 157
Regulatory Filings
CRD Number: 105774
Last Filing Date: 2025-02-28 00:00:00
Website: https://rssic.com