RUTHERFORD INVESTMENT MANAGEMENT
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 167545
- Registered since
- September 20, 2019
- Website
- rutherfordinvestment.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI88.68%
- Pooled Investment Vehicles8.11%
- Individuals2.79%
- Pension & Profit Sharing Plans0.42%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Rutherford Investment Management is an SEC-registered advisory firm (registered in 2019) organized as an LLC and owned by an individual. The firm charges fees as a percentage of assets under management and serves both high-net-worth individuals and families as well as institutional clients. Its advisory mandate covers discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and portfolio work for businesses or institutional entities. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities98%
- Public Funds/Mutual Funds1%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JAMES COOK
Chief Operating OfficerCRD 4602281
Contacts
3 of 3Adam Brzeczek
Investment Adviser RepresentativeCRD 6506936
JOAN LAMB
Investment Advisor RepresentativeCRD 1225050
WILLIAM RUTHERFORD
OwnerCRD 1741877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 10300 SW Greenburg Rd
- Time zone
- PT (UTC-8)
- Office locations
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