Rts Private Wealth Management
Rts Private Wealth Management (CRD# 117676) is a financial advisory firm headquartered in Phoenix, AZ. They manage $309,650,558 in 828 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management310MILLION
Total Number of Accounts828ACCOUNTS
Average Account Value$373,974
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, IA, NE, NH, OH, TX
David Robinson, Jr. (CRD# 4484256) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 20 years of experience in the finance industry. David Robinson, Jr. has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Keith Tigue (CRD# 4591478) is an Investment Advisor Representative working at Rts Private Wealth Management in Phoenix, AZ and has over 16 years of experience in the finance industry.