ROBERTSON STEPHENS

455 Market Street
Ste. 1450
San Francisco, California 94105-2442
Tel: 415-500-6810

About ROBERTSON STEPHENS

ROBERTSON STEPHENS, formally registered with the SEC as ROBERTSON STEPHENS. The firm was established in 10/11/2017. They have over 25 offices throughout the country.

ROBERTSON STEPHENS is a San Francisco, California based Financial Planning firm with nearly $4,932,272,688 assets under management, offering retirement planning & investment advisory services to 4536 clients. The firm is staffed with 92 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289977
SEC#	801-111814
Assets Managed by Firm	$4,932,272,688
No. of Clients	4536
No. of Advisors	92

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

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	4536	$4,932,272,688
Individuals (other than high net worth individuals)	535	$201,018,430
High net worth individuals	607	$3,509,546,829
Pension and profit sharing plans	33	$953,966,633
Charitable organizations	8	$94,917,691
Corporations or other businesses	13	$172,823,105

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