Rosenblum Silverman Sutton Cleveland, Inc. is an adviser based in New York. It manages $100 million of regulatory assets for 212 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 Cleveland provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rosenblum Silverman Sutton Cleveland, Inc. is $100 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Rosenblum Silverman Sutton Cleveland, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rosenblum Silverman Sutton Cleveland, Inc. performs its advisory services is located at 122 E 42 Nd Street, New York, NY 10168, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 212 682-6100 or by fax 212-682-0035. The normal business hours are 8 on Monday - Friday.