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Building 2RSW INVESTMENTS

Map pinSUMMIT, NJ
Phone908-273-4311
NotebookSEC #801-115302
Total AUM
$2.3B
Employees
10
Clients
1,412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
47 MAPLE STREET
SUITE 304
SUMMIT
NJ 07901
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
908-273-4311

ReceiptFinancials

Total AUM
$2.3B
Accounts
1,632
Discretionary
$2.3B
Accounts
1,632
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
530
AUM
$276.2M
HNW Individual Clients
882
AUM
$2B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOCTDCDEFLILMAMDMIMNMONCNHNJNVNYPARISCSDTNTXVAVT

HandshakeAffiliates

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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