980 Jolly Rd
Suite 115
Blue Bell, Pennsylvania 19422
Tel: 610-668-4615
RUBICON WEALTH MANAGEMENT, LLC, formally registered with the SEC as RUBICON WEALTH MANAGEMENT, LLC. The firm was established in 02/02/1996. They have over 1 offices throughout the country.
RUBICON WEALTH MANAGEMENT, LLC is a Blue Bell, Pennsylvania based Financial Planning firm with nearly $220,497,566 assets under management, offering retirement planning & investment advisory services to 397 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 40130 |
SEC# | 801-51127 |
Assets Managed by Firm | $220,497,566 |
No. of Clients | 397 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 397 | $220,497,566 |
High net worth individuals | 129 | $220,497,566 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$6,649,219,111,273 | 208 | 675 | |
$856,992,911,981 | 330 | 586 | |
$420,303,833,453 | 80 | 101 | |
$337,512,332,679 | 151 | 201 | |
$299,191,714,649 | 634470 | 2124 |
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