Robertson Stephens Advisors
Robertson Stephens Advisors (CRD# 166736) is a financial advisory firm headquartered in San Francisco, CA. They manage $960,180,000 in 420 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
Robertson Stephens Advisors
By the Numbers
-
Total Assets Under Management960MILLION
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Total Number of Accounts420ACCOUNTS
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Average Account Value$2,286,143
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, FL, MA, NH, NY, TX
Financial Advisors at Robertson Stephens Advisors
No Advisor Found.
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