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Building 2THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC

Map pinPORTLAND, OR
Phone503-224-1488
NotebookSEC #801-14599
Total AUM
$291.2M
Employees
4
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
715 SW MORRISON SUITE 604
PORTLAND
OR 97205-3102
United States
Operating Hours
6:30 AM - 2:00 PM
Monday - Friday
Phone
503-224-1488

ReceiptFinancials

Total AUM
$291.2M
Accounts
82
Discretionary
$291.2M
Accounts
82
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$32.7M
HNW Individual Clients
8
AUM
$205.7M
Pension/Profit Sharing Plan Clients
2
AUM
$4.4M
Charitable Organization Clients
2
AUM
$2.6M
Corporation or Business Clients
3
AUM
$45.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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