City National Rochdale
City National Rochdale (CRD# 117198) is a financial advisory firm headquartered in New York, NY. They manage $60,065,620,722 in 43,108 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management60,066MILLION
-
Total Number of Accounts43,108ACCOUNTS
-
Average Account Value$1,393,375
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Daniel Butterly (CRD# 6066505) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has 1 year of experience in the finance industry.
Austin Chow (CRD# 6895482) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 4 years of experience in the finance industry.
Christopher Douglas (CRD# 6685862) is an Investment Advisor Representative working at City National Rochdale in La Jolla, CA and has over 3 years of experience in the finance industry.
Tricia Filter (CRD# 5754521) is an Investment Advisor Representative working at City National Rochdale in Irvine, CA and has over 4 years of experience in the finance industry.
Jesse Flatt (CRD# 5763328) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has over 14 years of experience in the finance industry.
Jessica Gardner (CRD# 6628466) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has over 3 years of experience in the finance industry.
Oleksa Gerlak (CRD# 5956475) is an Investment Advisor Representative working at City National Rochdale in New York, NY and has over 12 years of experience in the finance industry.
Mary Gukasyan (CRD# 7362432) is an Investment Advisor Representative working at City National Rochdale in Beverly Hills, CA and has 1 year of experience in the finance industry.
Joanne Landa (CRD# 2340742) is an Investment Advisor Representative working at City National Rochdale in Pasadena, CA and has over 29 years of experience in the finance industry.
Vincent Lemoine (CRD# 7474279) is an Investment Advisor Representative working at City National Rochdale in San Francisco, CA and has 1 year of experience in the finance industry.