Rubicon Investment Management & Analytics, LLC

Rubicon Investment Management & Analytics, LLC (CRD# 141219) is a financial advisory firm headquartered in , . They manage $5,483,000 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $210,885
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

TX

Financial Advisors at Rubicon Investment Management & Analytics, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Alan K. Beaty
CRD#: 2198679
San Antonio, TX
93
Wealthminder
score

Alan Beaty (CRD# 2198679) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.

2
Michael Y. Heridia
CRD#: 1870395
San Antonio, TX
93
Wealthminder
score

Michael Heridia (CRD# 1870395) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics, LLC in San Antonio, TX and has over 29 years of experience in the finance industry.

3
Dwayne E. Mery
CRD#: 2616387
San Antonio, TX
93
Wealthminder
score

Dwayne Mery (CRD# 2616387) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics, LLC in San Antonio, TX and has over 11 years of experience in the finance industry.

4
Clyde M. Jones
CRD#: 838391
San Antonio, TX
83
Wealthminder
score

Clyde Jones (CRD# 838391) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics, LLC in San Antonio, TX and has over 24 years of experience in the finance industry.

5
Perry M. Highland
CRD#: 712225
San Antonio, TX
58
Wealthminder
score

Perry Highland (CRD# 712225) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics, LLC in San Antonio, TX and has over 37 years of experience in the finance industry.

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