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FIRM PROFILE
Overview
ROBERTSON STEPHENS CAPITAL MARKETS, LLC is located at 455 Market Street Ste. 1450, San Francisco, CA 94105-2442 and was first established at San Francisco, Delaware in 08/31/2017. After operating for 8 years, ROBERTSON STEPHENS CAPITAL MARKETS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of ROBERTSON STEPHENS CAPITAL MARKETS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. ROBERTSON STEPHENS CAPITAL MARKETS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at ROBERTSON STEPHENS CAPITAL MARKETS, LLC are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access ROBERTSON STEPHENS CAPITAL MARKETS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at ROBERTSON STEPHENS CAPITAL MARKETS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for ROBERTSON STEPHENS CAPITAL MARKETS, LLC Comes From
Understanding the Statistics for ROBERTSON STEPHENS CAPITAL MARKETS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
455 Market Street Ste. 1450, San Francisco, CA 94105-2442
Small
(415) 500-6810
Delaware since 08/31/2017
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
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Advisor's working at ROBERTSON STEPHENS CAPITAL MARKETS, LLC
William Thrush
Richard Samuel Lewis
Hunter Norte
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