Rosenblum Silverman Sutton Sf Inc.

Rosenblum Silverman Sutton Sf Inc. (CRD# 105774) is a financial advisory firm headquartered in San Francisco, CA. They manage $291,528,418 in 179 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $1,628,650
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NH, TX

Financial Advisors at Rosenblum Silverman Sutton Sf Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Margaret A. Dolan
CRD#: 2244249
1388 Sutter St Ste 725, San Francisco, CA 94109
93
Wealthminder
score

Margaret Dolan (CRD# 2244249) is an Investment Advisor Representative working at Rosenblum Silverman Sutton Sf Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.

2
Zoe C. Sexton
CRD#: 4498154
1388 Sutter St Ste 725, San Francisco, CA 94109
93
Wealthminder
score

Zoe Sexton (CRD# 4498154) is an Investment Advisor Representative working at Rosenblum Silverman Sutton Sf Inc. in San Francisco, CA and has over 14 years of experience in the finance industry.

3
Phyllis R. Sutton
CRD#: 2338581
1388 Sutter St Ste 725, San Francisco, CA 94109
93
Wealthminder
score

Phyllis Sutton (CRD# 2338581) is an Investment Advisor Representative working at Rosenblum Silverman Sutton Sf Inc. in San Francisco, CA and has over 23 years of experience in the finance industry.

4
Barbara G. Rosenblum
CRD#: 4348360
1388 Sutter St Ste 725, San Francisco, CA 94109
90
Wealthminder
score

Barbara Rosenblum (CRD# 4348360) is an Investment Advisor Representative working at Rosenblum Silverman Sutton Sf Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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