Dresdner Rcm Global Investors Us Holdings LLC (San Francisco)


Dresdner Rcm Global Investors Us Holdings LLC is a large advisory firm based in San Francisco. It manages $46.3 billion of regulatory assets for 764 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Dresdner Rcm Global Investors Us Holdings provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Dresdner Rcm Global Investors Us Holdings: assets under management

The assets under management (AUM) of Dresdner Rcm Global Investors Us Holdings LLC is $46.3 billion. The company doesn't manage any assets belonging to foreign clients.

The firm manages $45.1 billion in discretionary accounts and $1.2 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $62.73 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.67 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Dresdner Rcm Global Investors Us Holdings LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Dresdner Rcm Global Investors Us Holdings LLC performs its advisory services is located at 4 Embarcadero Center, San Francisco, CA 94111, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-954-5400 or by fax 415-954-5420. The normal business hours are 8:00a.m. to 4:30p.m. on Monday - Friday.