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Home > Retirement Planners > california > san francisco > RHS FINANCIAL, LLC
RHS FINANCIAL, LLC
4171 24th Street
Suite 101
San Francisco, California 94114
Tel: 415-495-2900
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 Status | Approved |
|---|---|
| Firm CRD# | 149435 |
| SEC# | 801-112686 |
| Assets Managed by Firm | $198,106,406 |
| No. of Clients | 160 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 160 | $198,106,406 |
| Individuals (other than high net worth individuals) | 100 | $42,925,964 |
| High net worth individuals | 58 | $147,053,947 |
| Charitable organizations | 1 | $7,663,045 |
| Corporations or other businesses | 1 | $463,450 |
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