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RUBINBROWN ADVISORS LLC
7676 Forsyth Blvd.
Suite 2100
St. Louis, Missouri 63105
Tel: 314-290-3300
About RUBINBROWN ADVISORS LLC
RUBINBROWN ADVISORS LLC, formally registered with the SEC as RUBINBROWN ADVISORS LLC. The firm was established in 05/02/2003. They have over 4 offices throughout the country.
RUBINBROWN ADVISORS LLC is a St. Louis, Missouri based Financial Planning firm with nearly $3,093,242,655 assets under management, offering retirement planning & investment advisory services to 3910 clients. The firm is staffed with 26 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 116909 |
| SEC# | 801-62021 |
| Assets Managed by Firm | $3,093,242,655 |
| No. of Clients | 3910 |
| No. of Advisors | 26 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3910 | $3,093,242,655 |
| Individuals (other than high net worth individuals) | 383 | $141,239,879 |
| High net worth individuals | 743 | $2,930,885,770 |
| Charitable organizations | 7 | $21,117,006 |
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