Overview
Assets Under Management: $22.7 billion
High-Net-Worth Clients: 3,891
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 3,891
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 41.34
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,646
Discretionary Accounts: 3,632
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 158022
Last Filing Date: 2024-03-18 00:00:00
Website: https://rothschildandco.com