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Rosenblum Silverman Sutton, N.Y., Inc. (New York)


Rosenblum Silverman Sutton, N.Y., Inc. is a large advisory firm based in New York. It manages $75.2 million of regulatory assets for 211 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Connecticut, Florida, Georgia, and New York.

Rosenblum Silverman Sutton, N.Y. provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rosenblum Silverman Sutton, N.Y.: assets under management

The assets under management (AUM) of Rosenblum Silverman Sutton, N.Y., Inc. is $75.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $356.41 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rosenblum Silverman Sutton, N.Y., Inc. for their services and products based on a percentage of assets under management and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in New York

The principal office where Rosenblum Silverman Sutton, N.Y., Inc. performs its advisory services is located at 745 Fifth Avenue, New York, NY 10151, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212 752-3800 or by fax 212-752-1106. The normal business hours are 8 on Monday - Friday.


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