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ROBERTSON STEPHENS
SAN FRANCISCO, CA
415-500-6810
SEC #801-111814Total AUM
$8.8B
Employees
118Clients
2,295Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
455 MARKET STREET
STE. 1450
SAN FRANCISCO
CA 94105-2442
United States
STE. 1450
SAN FRANCISCO
CA 94105-2442
United States
Operating Hours
8AM - 5PM
Monday - Friday
Monday - Friday
Phone
415-500-6810
Other Offices
26
Financials
Total AUM
$8.8B
Accounts
8,592Discretionary
$7B
Accounts
8,242Non-Discretionary
$1.8B
Accounts
350
Clients
Individual Clients
980AUM
$379.9M
HNW Individual Clients
1,256AUM
$6.7B
Pension/Profit Sharing Plan Clients
38AUM
$1.4B
Charitable Organization Clients
10AUM
$118.6M
Corporation or Business Clients
11AUM
$156.1M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLIDILLAMAMDMEMTNCNHNJNMNVNYOHORPARISCSDTXVAWA
Affiliates
Affiliates
Reported 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.