Rubicon Global Group, Rubicon Global Advisors

Rubicon Global Group, Rubicon Global Advisors (CRD# 127585) is a financial advisory firm headquartered in Portland, OR. They manage $15,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Rubicon Global Group, Rubicon Global Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jonathan H. Truong
CRD#: 6533465
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
87
Wealthminder
score

Jonathan Truong (CRD# 6533465) is an Investment Advisor Representative working at Rubicon Global Group, Rubicon Global Advisors in Portland, OR and has 1 year of experience in the finance industry.

2
Mohammad S. Rahman
CRD#: 1246707
15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224
53
Wealthminder
score

Mohammad Rahman (CRD# 1246707) is an Investment Advisor Representative working at Rubicon Global Group, Rubicon Global Advisors in Portland, OR and has over 32 years of experience in the finance industry.

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