Robertson Stephens
Robertson Stephens (CRD# 289977) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,932,272,688 in 4,536 accounts and serve the financial needs of clients across 29 states (or territories).
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Total Assets Under Management4,932MILLION
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Total Number of Accounts4,536ACCOUNTS
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Average Account Value$1,087,362
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DC, DE, FL, ID, IL, LA, MA, MD, ME, MT, NC, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TX, VA, WA, WY
Brandon Frye (CRD# 5346590) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 16 years of experience in the finance industry.
John Gilligan (CRD# 4373914) is an Investment Advisor Representative working at Robertson Stephens in Ketchum, ID and has over 22 years of experience in the finance industry.
Henry Hagenbuch (CRD# 6526966) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 6 years of experience in the finance industry.
Thomas Hagerstrom (CRD# 2517133) is an Investment Advisor Representative working at Robertson Stephens in Madison, NJ and has over 22 years of experience in the finance industry.
Christopher Knapp (CRD# 2594218) is an Investment Advisor Representative working at Robertson Stephens in Houston, TX and has over 29 years of experience in the finance industry.
Hsin Lang (CRD# 6119056) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 9 years of experience in the finance industry.
Keith Larkin (CRD# 3029072) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 25 years of experience in the finance industry.
John Lau (CRD# 2207128) is an Investment Advisor Representative working at Robertson Stephens in San Ramon, CA and has over 25 years of experience in the finance industry.
Matthew Lau (CRD# 6504414) is an Investment Advisor Representative working at Robertson Stephens in Burlingame, CA and has over 8 years of experience in the finance industry.
David Matias (CRD# 4808986) is an Investment Advisor Representative working at Robertson Stephens in San Francisco, CA and has over 19 years of experience in the finance industry.