Rsw Investments

Rsw Investments (CRD# 302023) is a financial advisory firm headquartered in Summit, NJ. They manage $2,324,808,200 in 1,715 accounts and serve the financial needs of clients across 29 states (or territories).

Current Firm Details
47 Maple Street, Suite 304, Summit, NJ 07901
https://www.linkedin.com/company/rsw-investments
By the Numbers
  • Total Assets Under Management
    2,325
    MILLION
  • Total Number of Accounts
    1,715
    ACCOUNTS
  • Average Account Value
    $1,355,573
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, PA, RI, SC, SD, TN, TX, VA, VT, WA

Financial Advisors at Rsw Investments
Showing 1 - 2 of 2 top financial advisors.
1
Robert Waas, financial advisor Summit NJ
Robert S. Waas
CRD#: 1278249
47 Maple Street, Suite 304, Summit, NJ 07901

Robert Waas (CRD# 1278249) is an Investment Advisor Representative working at Rsw Investments in Summit, NJ and has over 21 years of experience in the finance industry.

2
Matthew Werner, financial advisor Summit NJ
Matthew T. Werner
CRD#: 5649837
47 Maple Street, Suite 304, Summit, NJ 07901

Matthew Werner (CRD# 5649837) is an Investment Advisor Representative working at Rsw Investments in Summit, NJ and has 1 year of experience in the finance industry.

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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