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RSW INVESTMENTS
RSW INVESTMENTS HOLDINGS, LLC
CRD 302023 · SEC 801-115302
47 MAPLE STREET, SUITE 304, SUMMIT, NJ, 07901, United States
Phone
908-273-4311
Fax
908-934-9211
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.30B
Discretionary AUM
$2.30B
Team
10 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 530 | $276.2M |
| High net worth individuals | 882 | $2.02B |
States served
VT, AL, AZ, CA, CO, DE, DC, IL, MD, MA, MI, MN, NV, NJ, NY, NC, PA, RI, SC, TN, VA, WY, MO, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD