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Home > Retirement Planners > california > newport beach > RS CRUM INC.
RS CRUM INC.
4 Upper Newport Plaza Drive
Suite 201
Newport Beach, California 92660
Tel: 949-428-9696
About RS CRUM INC.
RS CRUM INC, formally registered with the SEC as RS CRUM INC. The firm was established in 07/15/2011. They have over 1 offices throughout the country.
RS CRUM INC. is a Newport Beach, California based Financial Planning firm with nearly $586,160,379 assets under management, offering retirement planning & investment advisory services to 938 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 158621 |
| SEC# | 801-72672 |
| Assets Managed by Firm | $586,160,379 |
| No. of Clients | 938 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 938 | $586,160,379 |
| Individuals (other than high net worth individuals) | 160 | $65,645,603 |
| High net worth individuals | 155 | $519,459,423 |
| Charitable organizations | Fewer than 5 clients | $1,055,353 |
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