Overview
Assets Under Management: $2.3 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 479
Average Client Assets: $3.6 million
Frequently Asked Questions
RSW INVESTMENTS, 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 #134261), RSW INVESTMENTS, LLC is subject to fiduciary duty under federal law.
RSW INVESTMENTS, LLC is headquartered in SUMMIT, NJ.
RSW INVESTMENTS, LLC serves 479 high-net-worth clients according to their SEC filing dated March 14, 2018. View client details ↓
According to their SEC Form ADV, RSW INVESTMENTS, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
RSW INVESTMENTS, LLC manages $2.3 billion in client assets according to their SEC filing dated March 14, 2018.
According to their SEC Form ADV, RSW INVESTMENTS, 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: 479
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.24%
Average Client Assets: $3.6 million
Total Client Accounts: 1,572
Discretionary Accounts: 1,572
Regulatory Filings
CRD Number: 134261
Filing ID: 1182556
Last Filing Date: 2018-03-14 14:05:00