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RUBICON ADVISORS
REDDING, CA
530-223-5357
SEC #801-109012Total AUM
$420.7M
Employees
20Clients
1,391Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1640 EAST CYPRESS
SUITE A
REDDING
CA 96002
United States
SUITE A
REDDING
CA 96002
United States
Operating Hours
8-4
Monday - Friday
Monday - Friday
Phone
530-223-5357
Other Offices
6
Financials
Total AUM
$420.7M
Accounts
2,219Discretionary
$420.7M
Accounts
2,219Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,070AUM
$169.9M
HNW Individual Clients
300AUM
$243.3M
Pension/Profit Sharing Plan Clients
7AUM
$901.9K
Charitable Organization Clients
5AUM
$3.5M
Corporation or Business Clients
9AUM
$3.2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACOIDILLAMTNENVORTNTXUTWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.