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Building 2RSW INVESTMENTS, LLC

Map pinSUMMIT, NJ
Phone908-273-4311
NotebookSEC #801-63947
Total AUM
$2.2B
Employees
10
Clients
1,315

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
9:00AM TO 5:00PM
Monday - Friday
Phone
908-273-4311

ReceiptFinancials

Total AUM
$2.2B
Accounts
1,543
Discretionary
$2.2B
Accounts
1,543
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
892
AUM
$495.7M
HNW Individual Clients
422
AUM
$1.6B
Insurance Company Clients
1
AUM
$110.6M

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
AZCACTDCFLGAILLAMAMDMINCNHNJNMNYPASCTXVAWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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