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RUBICON ADVISORS
1640 East Cypress
Suite A
Redding, California 96002
Tel: 530-223-5357
About RUBICON ADVISORS
RUBICON ADVISORS, formally registered with the SEC as RUBICON ADVISORS. The firm was established in 01/27/2017. They have over 6 offices throughout the country.
RUBICON ADVISORS is a Redding, California based Financial Planning firm with nearly $293,849,084 assets under management, offering retirement planning & investment advisory services to 1752 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174447 |
| SEC# | 801-109012 |
| Assets Managed by Firm | $293,849,084 |
| No. of Clients | 1752 |
| No. of Advisors | 17 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1752 | $293,849,084 |
| Individuals (other than high net worth individuals) | 1499 | $181,334,903 |
| High net worth individuals | 56 | $101,612,464 |
| Pension and profit sharing plans | 19 | $6,234,818 |
| Charitable organizations | Fewer than 5 clients | $3,105,369 |
| Corporations or other businesses | Fewer than 5 clients | $1,561,530 |
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|---|---|---|---|
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