|
⚲
|
| Rosenblum Silverman Sutton SF Inc
✚
|
|
|---|---|
| CRD # | 105774 |
| SEC # | 801-21730 |
| CIK # | |
| AUM | $341.6 MM (2023-03-31) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 415-771-4500 |
| Address | 1388 Sutter St Ste 725 San Francisco, CA 94109 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 62 | 28.7 |
| (b) Individuals (high net worth individuals) | 93 | 284.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 6.2 |
| (h) Charitable organizations | 1 | 15.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 5.8 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 160 | 341.6 |
| By Discretionary | ||
| Discretionary | 160 | 341.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 160 | 341.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.6 | |
| Total | 160 | 341.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Marks Wealth LLC
✚
|
MD | 0.3 |
|
Legacy Wealth Planning LLC
✚
|
NV | 0.3 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.3 |
|
Meridiana MFO LLC
✚
|
FL | 0.3 |
|
Strathmore Capital Advisors Inc
✚
|
NC | 0.3 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.3 |
|
Affiliated Financial Advisors Inc
✚
|
WI | 0.3 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.3 |
|
Libra Wealth LLC
✚
|
CA | 0.3 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.3 |