RSW INVESTMENTS

47 Maple Street
Suite 304
Summit, New Jersey 07901
Tel: 908-273-4311

About RSW INVESTMENTS

RSW INVESTMENTS, formally registered with the SEC as RSW INVESTMENTS. The firm was established in 05/17/2019. They have over 1 offices throughout the country.

RSW INVESTMENTS is a Summit, New Jersey based Financial Planning firm with nearly $2,365,937,595 assets under management, offering retirement planning & investment advisory services to 1692 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	302023
SEC#	801-115302
Assets Managed by Firm	$2,365,937,595
No. of Clients	1692
No. of Advisors	10

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1692	$2,365,937,595
Individuals (other than high net worth individuals)	574	$282,924,782
High net worth individuals	948	$2,083,012,813

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