Rubicon Investment Management & Analytics

Rubicon Investment Management & Analytics (CRD# 141219) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Rubicon Investment Management & Analytics
Showing 1 - 1 of 1 top financial advisors.
1
Michael Heridia, financial advisor Wimberley TX
Michael Y. Heridia
CRD#: 1870395
Wimberley, TX

Michael Heridia (CRD# 1870395) is an Investment Advisor Representative working at Rubicon Investment Management & Analytics in Wimberley, TX and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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