ROBERTSON STEPHENS - Financial Advisor in California, San Francisco

Tel: 415-500-6810 455 Market Street Ste. 1450 San Francisco, California 94105-2442

About ROBERTSON STEPHENS

ROBERTSON STEPHENS is a San Francisco, California based financial advisory firm with nearly $4,932,272,688 in assets under management and provides investment advisory services for 4536 clients. There are currently 92 financial advisors at the firm.

General Information

Firm CRD#:

289977

Firm SEC#:

801-111814

Assets Under Management:

$4,932,272,688

No. of Clients:

4536

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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