About ROSENBLUM SILVERMAN SUTTON SF INC.
ROSENBLUM SILVERMAN SUTTON SF INC is a financial advisory firm that provides expert guidance and support to clients in managing their finances. The firm has a team of highly skilled and experienced advisors who are dedicated to helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial plans tailored to each client’s unique needs and goals
- Provides comprehensive investment management services
- Assists in tax planning and retirement planning
- Offers guidance and support in estate planning and wealth transfer
- Regularly reviews and adjusts clients’ portfolios to ensure they stay on track towards their financial objectives
Facts and Insights
As of 2021, ROSENBLUM SILVERMAN SUTTON SF INC has $500 million in total assets under management (AUM), with a team of 10 advisors. The firm has been in business for over 20 years, building a reputation for providing top-notch financial services to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM (in millions) | Number of Advisors |
|---|---|---|
| 2000 | $500 | 10 |
Financial Services Offered
- Investment Management
- Tax Planning
- Retirement Planning
- Estate Planning
- Wealth Transfer
- Insurance Analysis
Client Types
ROSENBLUM SILVERMAN SUTTON SF INC serves a diverse range of clients, including high net worth individuals, families, and small businesses. The firm tailors its services to meet the specific needs and goals of each client, regardless of their financial situation.
Fees & Compensation
ROSENBLUM SILVERMAN SUTTON SF INC charges a fee based on the percentage of a client’s assets under management. This aligns the firm’s interests with those of the client, as the advisors are motivated to grow the client’s portfolio. The firm does not receive any commissions or compensation from third parties, ensuring that its recommendations are unbiased and in the best interest of the client.
Background
The team at ROSENBLUM SILVERMAN SUTTON SF INC has a combined experience of over 50 years in the financial industry. They bring a wealth of knowledge and expertise to help clients navigate the complex world of finance. The firm keeps up-to-date with the latest market trends and strategies to provide clients with the best possible advice.
Financial Advisor Disclosures to Know
- ROSENBLUM SILVERMAN SUTTON SF INC is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC).
- The firm has a fiduciary duty to act in the best interest of its clients at all times.
- The advisors at the firm may have conflicts of interest as they may also be affiliated with other financial institutions and receive compensation from these institutions.
- The firm has no legal or disciplinary disclosures to report.