Rosenblum Silverman Sutton S F is an investment advisor in San Francisco with $521.06 mm assets under management.
Company profile
Website
Employees
Location
SEC CIK
IRS number
943078542
SEC advisor number
801-21730
FINRA CRD number
105774
AUM ?
$521.06 mm
(as of 29 Jun 22)
Accounts
171
(as of 29 Jun 22)
Employees
6
(2 investment advisory or research)
Address
Rosenblum Silverman Sutton S F
1388 SUTTER STREET
SUITE 725
SAN FRANCISCO
CA 94109
1388 SUTTER STREET
SUITE 725
SAN FRANCISCO
CA 94109
Office hours
Monday - Friday, 6:30AM - 4:00PM
Phone
4157713618
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Sutton, Phyllis, Rosenblum | Chief Executive Officer and Chief Compliance Officer | 09/1989 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
14 Feb 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
10 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22