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RUTHERFORD INVESTMENT MANAGEMENT
10300 Sw Greenburg Road
Suite 115
Portland, Oregon 97223
Tel: 503-452-1210
About RUTHERFORD INVESTMENT MANAGEMENT
RUTHERFORD INVESTMENT MANAGEMENT, formally registered with the SEC as RUTHERFORD INVESTMENT MANAGEMENT. The firm was established in 09/20/2019. They have over 3 offices throughout the country.
RUTHERFORD INVESTMENT MANAGEMENT is a Portland, Oregon based Financial Planning firm with nearly $216,353,445 assets under management, offering retirement planning & investment advisory services to 116 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167545 |
| SEC# | 801-117368 |
| Assets Managed by Firm | $216,353,445 |
| No. of Clients | 116 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 116 | $216,353,445 |
| Individuals (other than high net worth individuals) | 12 | $5,026,190 |
| High net worth individuals | 46 | $189,573,438 |
| Pension and profit sharing plans | 2 | $1,919,416 |
| Other investment advisers | 1 | $157,431 |
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