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RHS FINANCIAL, LLC

4171 24th Street
Suite 101
San Francisco, California 94114
Tel: 415-495-2900

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About RHS FINANCIAL, LLC

RHS FINANCIAL, LLC, formally registered with the SEC as RHS FINANCIAL, LLC. The firm was established in 03/23/2018. They have over 4 offices throughout the country.

RHS FINANCIAL, LLC is a San Francisco, California based Financial Planning firm with nearly $198,106,406 assets under management, offering retirement planning & investment advisory services to 160 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#149435
SEC#801-112686
Assets Managed by Firm$198,106,406
No. of Clients160
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Education seminars/workshops

Firm Client Information

No. of ClientsAUM
Firm Total160$198,106,406
Individuals (other than high net worth individuals)100$42,925,964
High net worth individuals58$147,053,947
Charitable organizations1$7,663,045
Corporations or other businesses1$463,450

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