Investment adviser · CRD 117676
RTS PRIVATE WEALTH MANAGEMENT
Investment adviser filing (IA)
ROBINSON, TIGUE, SPONCIL & ASSOCIATES, LLC
PHOENIX, AZ, United States · Form ADV filed Sep 30, 2021
- Regulatory AUM
- $357M Form ADV · Item 5.F
- Client accounts
- 844 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 103 | $281,991,704 | 79.0% |
| Individuals | 166 | $60,378,734 | 16.9% |
| Retirement plans | 6 | $14,596,355 | 4.1% |
Filing source
Form ADV 1568896 · Sep 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 30, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
2425 E. CAMELBACK ROAD, SUITE 620PHOENIX, AZ, 85016, United States
CRD 117676
Filing source
Form ADV 1568896 · Sep 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.