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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-15-1984
- Office Locations
- 1
Office Locations
About Rosenblum Silverman Sutton SF INC
Rosenblum Silverman Sutton (RSS) is a San Francisco Bay Area fiduciary advisor serving individuals, families, trusts, foundations and nonprofits since 1984. The team pairs portfolio management with financial planning, budgeting and gifting/legacy guidance to support long-term income and growth goals. Portfolios are implemented primarily with ETFs (often via Schwab custody) and delivered with concierge-level, relationship-driven service.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
HOLGER NMN BERNDT
Chief Investment Officer, Director Of Research, EVP, President
- CRD
- #1977205
- Ownership
- 25% but less than 50%
PHILIP ANTHONY HUFF
Chief Financial Officer, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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CHARLES THOMSON ANGLE
--
- CRD
- #5751731
Sherry Chan Karlsson
--
- CRD
- #6577924
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $486,644,882 | $3,041,531 |
| Non-Discretionary | $0 | -- |
| Total | $486,644,882 | $3,041,531 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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