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RUBINBROWN ADVISORS LLC

7676 Forsyth Blvd.
Suite 2100
St. Louis, Missouri 63105
Tel: 314-290-3300

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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 StatusApproved
Firm CRD#116909
SEC#801-62021
Assets Managed by Firm$3,093,242,655
No. of Clients3910
No. of Advisors26

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 ClientsAUM
Firm Total3910$3,093,242,655
Individuals (other than high net worth individuals)383$141,239,879
High net worth individuals743$2,930,885,770
Charitable organizations7$21,117,006

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