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ROSENBLUM SILVERMAN SUTTON SF INC
CRD 105774 · SEC 801-21730
1388 SUTTER ST STE 725, SAN FRANCISCO, CA, 94109, United States
Phone
415-771-4500
Fax
415-771-0542
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$486.6M
Discretionary AUM
$486.6M
Team
5 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $23.1M |
| High net worth individuals | 107 | $460.5M |
States served
CA, NY, OR, TX
All web addresses on file
Official SEC filing: View on IAPD