Unclaimed Profile

Barbara Garlan Rosenblum

ROSENBLUM SILVERMAN SUTTON SF INC·SAN FRANCISCO, California

Clean record10 years registeredROSENBLUM SILVERMAN SUTTON SF INC

1388 SUTTER ST STE 725, SAN FRANCISCO, CA 94109CRD# 4348360Firm CRD# 105774

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Barbara Garlan Rosenblum · SAN FRANCISCO, CA

Registration

CRD #4348360 · ROSENBLUM SILVERMAN SUTTON SF INC · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ROSENBLUM SILVERMAN SUTTON SF INC

ROSENBLUM SILVERMAN SUTTON SF INC

Feb 2016 – Nov 2019

SAN FRANCISCO, CA

Registrations & Exams

Registration record

First registered · February 17, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROSENBLUM SILVERMAN SUTTON SF INC

CRD 105774 · SEC 801-21730

AUM

$382M

Regulatory assets under management

Employees

155 client accounts

Services offered by ROSENBLUM SILVERMAN SUTTON SF INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ROSENBLUM SILVERMAN SUTTON SF INC →

Introduction

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Frequently Asked Questions

What services does Barbara Garlan Rosenblum offer?

Barbara Garlan Rosenblum specializes in Financial Planning, Investment Management.

What are Barbara Garlan Rosenblum's credentials?

Barbara Garlan Rosenblum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Barbara Garlan Rosenblum located?

Barbara Garlan Rosenblum is based in SAN FRANCISCO, California, last registered with ROSENBLUM SILVERMAN SUTTON SF INC.

How does Barbara Garlan Rosenblum charge for services?

Barbara Garlan Rosenblum's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROSENBLUM SILVERMAN SUTTON SF INC?

ROSENBLUM SILVERMAN SUTTON SF INC has approximately 6 employees and manages $382M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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