Rathbones

Rathbones (CRD# 124925) is a financial advisory firm headquartered in Liverpool, . They manage $63,617,140,671 in 127,669 accounts and serve the financial needs of clients across 18 states (or territories).

Current Firm Details
Port Of Liverpool Building, Pier Head, Liverpool, L3 1N
https://twitter.com/rathbonesgroup
By the Numbers
  • Total Assets Under Management
    63,617
    MILLION
  • Total Number of Accounts
    127,669
    ACCOUNTS
  • Average Account Value
    $498,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, MA, MD, MN, NC, NJ, NY, OR, PA, TX, VA, WA

Financial Advisors at Rathbones
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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