Overview
Assets Under Management: $2.4 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 948
Average Client Assets: $2 million
Frequently Asked Questions
RSW INVESTMENTS HOLDINGS, 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 #302023), RSW INVESTMENTS HOLDINGS, LLC is subject to fiduciary duty under federal law.
RSW INVESTMENTS HOLDINGS, LLC is headquartered in SUMMIT, NJ.
RSW INVESTMENTS HOLDINGS, LLC serves 948 high-net-worth clients according to their SEC filing dated February 27, 2025. View client details ↓
According to their SEC Form ADV, RSW INVESTMENTS HOLDINGS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RSW INVESTMENTS HOLDINGS, LLC manages $2.4 billion in client assets according to their SEC filing dated February 27, 2025.
According to their SEC Form ADV, RSW INVESTMENTS HOLDINGS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 948
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.04
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,692
Discretionary Accounts: 1,692
Regulatory Filings
CRD Number: 302023
Last Filing Date: 2025-02-27 00:00:00
Website: https://rswinvestments.com