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Building 2ROBERTSON STEPHENS, INC.

Map pinSAN FRANCISCO, CA
Phone415-781-9700
NotebookSEC #801-55825
Total AUM
$3.6B
Employees
751
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CALIFORNIA STREET
SUITE 2600
SAN FRANCISCO
CA 94104
USA
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
415-781-9700

ReceiptFinancials

Total AUM
$3.6B
Accounts
1,372
Discretionary
$3.6B
Accounts
1,372
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACTDCFLGALAMAMDNCNHNVNYOHPATXUTVAWA

HandshakeAffiliates

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Affiliates
Reported 17 business affiliates.
Claimed Affiliates
Reported as an affiliate by 3 other businesses.

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