ROBERTSON STEPHENS ADVISORS LLC

ROBERTSON STEPHENS ADVISORS
SAN FRANCISCO, California·3 registered advisors·CRD# 166736
SEC# 801-778280415 500-6810
01

Firm Overview

AUM
$469M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementRetirement Planning
04

Advisors at ROBERTSON STEPHENS ADVISORS LLC

3 registered advisors
James Michael Tierney
SAN FRANCISCO, California
Molly Rosemarie Wallace
SAN FRANCISCO, California
Robin Lea Nakao
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors

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Data sourced from SEC Form ADV filings. ROBERTSON STEPHENS ADVISORS LLC (CRD# 166736) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.