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RHS FINANCIAL, LLC
CRD 149435 · SEC 801-112686
4171 24TH STREET, SUITE 101, SAN FRANCISCO, CA, 94114, United States
Phone
415-495-2900
Fax
415-495-2901
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$219.8M
Discretionary AUM
$210.3M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $38.2M |
| High net worth individuals | 58 | $171.8M |
| Charitable organizations | 1 | $9.2M |
| Corporations/business entities | 2 | $488K |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD