RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
Firm details
- Headquarters
- PORTLAND, Oregon
- CRD number
- 127585
- Website
- www.rubiconglobalgroup.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
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
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 Equities89%
- Cash & Cash Equivalents10%
- US Government Bonds1%
Owners & executives
1 of 1MOHAMMAD RAHMAN
Chairman and Chief Executive OfficerCRD 1246707
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
- 7100 SW Hampton St
- Time zone
- PT (UTC-8)
- Office locations
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