ROSENBLUM SILVERMAN SUTTON SF INC

SAN FRANCISCO, California·5 registered advisors·CRD# 105774
SEC# 801-217300415-771-4500
01

Firm Overview

AUM
$382M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ROSENBLUM SILVERMAN SUTTON SF INC

5 registered advisors
Barbara Garlan Rosenblum
SAN FRANCISCO, California
Holger Nmn Berndt
SAN FRANCISCO, California
Joel Daniel Stilwell
SAN FRANCISCO, California
Margaret Ann Dolan
SAN FRANCISCO, California
Phyllis Rosenblum Sutton
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
5 advisors

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Data sourced from SEC Form ADV filings. ROSENBLUM SILVERMAN SUTTON SF INC (CRD# 105774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.