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Building 2RUBEY & RUST CAPITAL MANAGEMENT, LLC

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Phone925-997-0994
NotebookSEC #801-107286
Total AUM
$381M
Employees
3
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
925-997-0994
Other Offices
1

ReceiptFinancials

Total AUM
$381M
Accounts
511
Discretionary
$153.2M
Accounts
440
Non-Discretionary
$227.8M
Accounts
71

ContactClients

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Individual Clients
96
AUM
$103.9M
HNW Individual Clients
44
AUM
$176.2M
Pension/Profit Sharing Plan Clients
2
AUM
$21.8M
Charitable Organization Clients
2
AUM
$2.8M
Corporation or Business Clients
1
AUM
$76.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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