Overview
Assets Under Management: $460 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 110
Average Client Assets: $4 million
Frequently Asked Questions
ROSENBLUM SILVERMAN SUTTON SF INC 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 #105774), ROSENBLUM SILVERMAN SUTTON SF INC is subject to fiduciary duty under federal law.
ROSENBLUM SILVERMAN SUTTON SF INC is headquartered in SAN FRANCISCO, CA.
ROSENBLUM SILVERMAN SUTTON SF INC serves 110 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, ROSENBLUM SILVERMAN SUTTON SF INC offers financial planning and portfolio management for individuals. View all service details ↓
ROSENBLUM SILVERMAN SUTTON SF INC manages $460 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, ROSENBLUM SILVERMAN SUTTON SF INC serves high-net-worth individuals. View client details ↓
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