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- Custodian
- BNP Paribas ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 28, 2025 and September 24, 2026, reported AUM increased 5.9%, from $459.5M to $486.6M.
Across 5 reported observations, AUM decreased 6.6% between June 29, 2022 and September 24, 2026, from $521.1M to $486.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 159 clients, or 53 clients per representative. That equates to $3.1M in reported AUM per client.
The profile lists 1 reported office location and 42 years in operation. The source data was last updated on September 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Rosenblum Silverman Sutton SF INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Unlock allContacts
CHARLES THOMSON ANGLE
Portfolio Manager & Client Strategist
- CRD
- #5751731
Sherry Chan Karlsson
Director of Operations
- 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
SMA allocation detail is available
Rosenblum Silverman Sutton SF INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Rosenblum Silverman Sutton SF INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.