Robertson Stephens Wealth Mgmt

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

444

Total plan assets

$28.9M

Filings (rows)

Direct comp

$36K

Indirect comp

Showing only "ROBERTSON STEPHENS WEALTH MGMT"

View all 5 variants aggregated →

ROBERTSON STEPHENS WEALTH MANAGEMEN6 ROBERTSON STEPHENS WEALTH MNGMNT1 ROBERTSON STEPHENS WEALTH MGMT1 ROBERTSON STEPHENS1 ROBERTSON STEPHENS WEALTH MANA1

SERVICES PROVIDED

Advisor / Consultant1

Plans served

All 1 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Victor Community Support Services, Inc. Victor Community Support Services, Inc. Retirement Plan · all filings	CHICO, CA	Advisor / Consultant	444	$28.9M	$36K	$0