Overview
Assets Under Management: $6.5 billion
Headquarters: STAMFORD, CT
High-Net-Worth Clients: 116
Average Client Assets: $2.3 million
Frequently Asked Questions
ROTHSCHILD & CO ASSET MANAGEMENT US 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 #110349), ROTHSCHILD & CO ASSET MANAGEMENT US INC. is subject to fiduciary duty under federal law.
ROTHSCHILD & CO ASSET MANAGEMENT US INC. is headquartered in STAMFORD, CT.
ROTHSCHILD & CO ASSET MANAGEMENT US INC. serves 116 high-net-worth clients according to their SEC filing dated March 29, 2023. View client details ↓
According to their SEC Form ADV, ROTHSCHILD & CO ASSET MANAGEMENT US INC. offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ROTHSCHILD & CO ASSET MANAGEMENT US INC. manages $6.5 billion in client assets according to their SEC filing dated March 29, 2023.
According to their SEC Form ADV, ROTHSCHILD & CO ASSET MANAGEMENT US INC. serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 4.06%
Average Client Assets: $2.3 million
Total Client Accounts: 1,107
Discretionary Accounts: 1,107
Regulatory Filings
CRD Number: 110349
Filing ID: 1738719
Last Filing Date: 2023-03-29 17:03:00