Overview
Assets Under Management: $2.4 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 948
Average Client Assets: $2 million
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