RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS

RIASEC Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$462K
Accounts
65
Employees
1
Advisory reps
1

Firm details

Headquarters
PORTLAND, Oregon
CRD number
127585
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Rubicon Global Group, operating under the name Rubicon Global Advisors, is a limited liability company focused on providing investment management services primarily for individuals and families. The firm engages in portfolio management for both individuals and small businesses, as well as for larger institutions. Additionally, Rubicon Global Advisors offers educational seminars and workshops to enhance client understanding of investment strategies and market dynamics. While the firm does not actively pursue ESG investments, it maintains a straightforward fee structure based on a percentage of assets under management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 89%, Cash & Cash Equivalents 10%, US Government Bonds 1%89%
  • Exchange Traded Equities89%
  • Cash & Cash Equivalents10%
  • US Government Bonds1%

Owners & executives

1 of 1
  • MOHAMMAD RAHMAN

    Chairman and Chief Executive OfficerCRD 1246707

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTLAND, OR

WASHINGTON

Location

PORTLAND, OR

Headquartered in PORTLAND, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
WASHINGTON
Address
7100 SW Hampton St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth