Overview
Assets Under Management: $268 million
Headquarters: PHOENIX, AZ
High-Net-Worth Clients: 76
Average Client Assets: $2.5 million
Frequently Asked Questions
RTS PRIVATE WEALTH MANAGEMENT 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 #117676), RTS PRIVATE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RTS PRIVATE WEALTH MANAGEMENT is headquartered in PHOENIX, AZ.
RTS PRIVATE WEALTH MANAGEMENT serves 76 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, RTS PRIVATE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
RTS PRIVATE WEALTH MANAGEMENT manages $268 million in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, RTS PRIVATE WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 76
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.91%
Average Client Assets: $2.5 million
Total Client Accounts: 763
Discretionary Accounts: 521
Non-Discretionary Accounts: 242
Regulatory Filings
CRD Number: 117676
Filing ID: 1203674
Last Filing Date: 2018-03-29 18:53:00