Overview
Assets Under Management: $151 million
Headquarters: MAPLEWOOD, NJ
High-Net-Worth Clients: 97
Average Client Assets: $1.2 million
Frequently Asked Questions
RRBB ASSET MANAGEMENT, LLC 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 #157823), RRBB ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
RRBB ASSET MANAGEMENT, LLC is headquartered in MAPLEWOOD, NJ.
RRBB ASSET MANAGEMENT, LLC serves 97 high-net-worth clients according to their SEC filing dated March 17, 2018. View client details ↓
According to their SEC Form ADV, RRBB ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
RRBB ASSET MANAGEMENT, LLC manages $151 million in client assets according to their SEC filing dated March 17, 2018.
According to their SEC Form ADV, RRBB ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.36%
Average Client Assets: $1.2 million
Total Client Accounts: 227
Discretionary Accounts: 227
Regulatory Filings
CRD Number: 157823
Filing ID: 1188571
Last Filing Date: 2018-03-17 11:42:00