1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ROBERTSON STEPHENS ADVISORS

Map pinSAN FRANCISCO, CA
Phone415 500-6810
NotebookSEC #801-77828
Total AUM
$469.1M
Employees
13
Clients
64

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CALIFORNIA STREET
SUITE 1625
SAN FRANCISCO
CA 94104
United States
Operating Hours
8-5
Monday - Friday
Phone
415 500-6810

ReceiptFinancials

Total AUM
$469.1M
Accounts
269
Discretionary
$469.1M
Accounts
269
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
16
AUM
$6.6M
HNW Individual Clients
48
AUM
$462.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLILMANHNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account