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Building 2RHS FINANCIAL, LLC

Map pinSAN FRANCISCO, CA
Phone415-495-2900
NotebookSEC #801-112686
Total AUM
$219.8M
Employees
2
Clients
136

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4171 24TH STREET
SUITE 101
SAN FRANCISCO
CA 94114
United States
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
415-495-2900
Other Offices
2

ReceiptFinancials

Total AUM
$219.8M
Accounts
451
Discretionary
$210.3M
Accounts
448
Non-Discretionary
$9.5M
Accounts
3

ContactClients

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Individual Clients
75
AUM
$38.2M
HNW Individual Clients
58
AUM
$171.8M
Charitable Organization Clients
1
AUM
$9.2M
Corporation or Business Clients
2
AUM
$487.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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