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Building 2ROSENBLUM SILVERMAN SUTTON SF INC

Map pinSAN FRANCISCO, CA
Phone415-771-4500
NotebookSEC #801-21730
Total AUM
$486.6M
Employees
5
Clients
160

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1388 SUTTER ST STE 725
SAN FRANCISCO
CA 94109
United States
Operating Hours
6:30AM - 4:00PM
Monday - Friday
Phone
415-771-4500

ReceiptFinancials

Total AUM
$486.6M
Accounts
160
Discretionary
$486.6M
Accounts
160
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$23.1M
HNW Individual Clients
107
AUM
$460.5M
Pension/Profit Sharing Plan Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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