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Building 2RUBICON WEALTH MANAGEMENT, LLC

Map pinBLUE BELL, PA
Phone610-668-4615
NotebookSEC #801-51127
Total AUM
$231.1M
Employees
3
Clients
115

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 JOLLY RD
SUITE 115
BLUE BELL
PA 19422
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
610-668-4615

ReceiptFinancials

Total AUM
$231.1M
Accounts
486
Discretionary
$77.1M
Accounts
173
Non-Discretionary
$153.9M
Accounts
313

ContactClients

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HNW Individual Clients
115
AUM
$231.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
FLNHNJNYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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