Robertson Stephens Wealth Mngmnt

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

720

Total plan assets

$88.0M

Filings (rows)

Direct comp

$57K

Indirect comp

Showing only "ROBERTSON STEPHENS WEALTH MNGMNT"

View all 4 variants aggregated →

ROBERTSON STEPHENS WEALTH MANAGEMEN5 ROBERTSON STEPHENS WEALTH MNGMNT1 ROBERTSON STEPHENS WEALTH MANA1 ROBERTSON STEPHENS1

SERVICES PROVIDED

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Frank, Rimerman + Co. LLP Frank, Rimerman + Co. LLP 401(k) & Profit Sharing Plan · all filings	SAN JOSE, CA	Advisor / Consultant	720	$88.0M	$57K	$0