The RSM US WEALTH MANAGEMENT GROUP is a privately held investment adviser that advises $20.94Bn in regulatory assets under management held in 0 SEC fund types across 3 investment strategies. RSM US WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 160.76% over the last 5-years.
The Group has been registered with the SEC for 14.72 years and is comprised of 2 filing and 0 relying advisers. They operate out of 26 office locations with their Headquarters at 6735 VISTAGREEN WAY SUITE 110, ROCKFORD, ILLINOIS. The Group has been subject to regulatory enforcement actions. They are regulated by 2 US and Non-US bodies.
They have 245 employees comprised of 102 investment and 143 non-investment staff. The total number of Employees increased by 92.91% over the last 5-years.
Their $20.94Bn in assets advised are owned by 25 private funds, 0 public funds and BDCs and 97 other accounts. Assets of High Net Worth Individuals clients own $16.74Bn or 79.92% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $1.8Bn or 8.6% of Total Assets.
The Group's top investment strategies include Real Estate, Long/Short Equity and Multi Strat, representing 42.03%, 38.72% and 19.25% of total assets, respectively.
They advise 6 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 3 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees, fixed fees and management fees.
RSM US WEALTH MANAGEMENT GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.