Assets Under Management

$68.2B

Number of Clients

16,838

Number of Advisors

117

Average Client AUM

$4.0M

AUM per Advisor

$582.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

City National Rochdale provides discretionary investment management services through its wrap program. They invest in various asset classes and offer services like meetings with portfolio managers and regular account reporting. Clients are introduced by referring advisors.

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

400 Park Avenue, 10th Floor, New York, NY, 10022

117 Advisors at this firm

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