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ROSENBLUM SILVERMAN SUTTON SF INC

SAN FRANCISCO, CA · CRD 105774 · IAPD ↗ · rssic.com · 415-771-4500

$486.6MRegulatory AUM
3Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
October 2026 — ROSENBLUM SILVERMAN SUTTON SF INC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
March 2026 — ROSENBLUM SILVERMAN SUTTON SF INC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
March 2024 — ROSENBLUM SILVERMAN SUTTON SF INC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.