RUBICON ADVISORS
Tel: 530-223-5357 1640 East Cypress Suite A Redding, California 96002
About RUBICON ADVISORS
RUBICON ADVISORS is a Redding, California based financial advisory firm with nearly $293,849,084 in assets under management and provides investment advisory services for 1752 clients. There are currently 17 financial advisors at the firm.
General Information
Firm CRD#:
174447
Firm SEC#:
801-109012
Assets Under Management:
$293,849,084
No. of Clients:
1752
No. of Advisors:
17
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
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