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Sarah Nelson Rumph

BBR Partners, LLC

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About Sarah Nelson Rumph

Sarah Rumph is an investment advisor representative at BBR Partners, LLC in New York, NY. Sarah has been with BBR Partners since March 2009 and has experience in financial planning, portfolio management for individuals, investment companies and pooled investment vehicles. Sarah also has experience in selection of other advisors. The firm has offices in New York, NY. BBR Partners, LLC provides financial planning services, portfolio management for individuals, investment companies and pooled investment vehicles as well as selection of other advisors. The firm's client base includes high-net-worth individuals, investment companies, charitable organizations, pooled investment vehicles, corporations or other businesses and individuals other than high-net-worth.

Firm Information

Sarah Rumph is currently registered with BBR Partners, LLC. BBR Partners, LLC is an investment advisor with offices in NEW YORK, NY, United States. They have over 60 investment advisor representatives and manage over $28 billion in assets for individuals, families, corporations, and pooled investment vehicles. Their services include financial planning, portfolio management, and selection of other advisors.
BBR Partners, LLC

55 EAST 52ND STREET

NEW YORK, NY 10055

$28.08B

Assets Under Management

Not reported

Total Clients

53

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Sarah Rumph’s Registration & Firm History

NY

03/29/2021 - Present

BBR Partners, LLC (NEW YORK NY)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sarah Nelson Rumph.
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