RUBENSTEIN PARTNERS

Cira Centre, 2929 Arch Street
28th Floor
Philadelphia, Pennsylvania 19104-2868
Tel: 215-563-3558

About RUBENSTEIN PARTNERS

RUBENSTEIN PARTNERS, formally registered with the SEC as RUBENSTEIN PARTNERS. The firm was established in 03/30/2012. They have over 4 offices throughout the country.

RUBENSTEIN PARTNERS is a Philadelphia, Pennsylvania based Financial Planning firm with nearly $681,000,000 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 51 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	156988
SEC#	801-74293
Assets Managed by Firm	$681,000,000
No. of Clients	12
No. of Advisors	51

Fee Structure

A percentage of AUM
Performance Based
Other (PERCENTAGE OF AGGREGATE CAPITAL CONTRIBUTIONS)

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$681,000,000

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