Rosenblum Silverman Sutton Sf Inc
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 105774
- Registered since
- June 15, 1984
- Website
- www.rssic.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI94.63%
- Individuals4.75%
- Pension & Profit Sharing Plans0.61%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Rosenblum Silverman Sutton Sf Inc is an independent registered investment adviser organized as a corporation and operating since 1984. The firm serves individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model includes asset-based fees along with hourly and fixed-fee engagements. The adviser does not describe itself as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant; its model is focused on discretionary wealth management for private clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Philip Huff
Executive Vice President and Chief Financial OfficerCRD 1613970
Contacts
3 of 4
Joel Stilwell
Executive Vice PresidentCRD 7770715
Charles Angle
Portfolio ManagerCRD 5751731
Holger Berndt
Executive Vice PresidentCRD 1977205
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 34Active vs passive
$86.4M in ETFs
63%
$54.8M
35%
$31.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF (JMBS) | Janus Henderson | Active | Intermediate Core Bond | $12.5M | 276,850 | 14.42% |
Location
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Francisco
- Address
- 1388 Sutter St
- Time zone
- PT (UTC-8)
- Office locations
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