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Building 2RUTHERFORD INVESTMENT MANAGEMENT

Map pinPORTLAND, OR
Phone503-452-1210
NotebookSEC #801-117368
Total AUM
$250M
Employees
4
Clients
65

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10300 SW GREENBURG ROAD
SUITE 115
PORTLAND
OR 97223
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
503-452-1210
Other Offices
3

ReceiptFinancials

Total AUM
$250M
Accounts
126
Discretionary
$250M
Accounts
126
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
15
AUM
$7M
HNW Individual Clients
47
AUM
$221.7M
Pooled Vehicle Clients
1
AUM
$20.3M
Pension/Profit Sharing Plan Clients
2
AUM
$1.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORWA

HandshakeAffiliates

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

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