Rothschild Asset Management Review

Trust Score 91%
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Rothschild Asset Management, federally registered in 1970, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 15 advisors. Rothschild Asset Management manages $8.3 billion and provides investment advisory services for 2,485 clients (1:166 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Avg Account Balance $3,325,611
Hybrid Advisor Yes
Disciplinary History No
Total AUM $8.3 billion
Advisor / Client Ratio 1:166
Headquarters 1251 Ave OF The Americas New York, NY 10020
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY

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