Rubicon Wealth Management, LLC
Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $216,965,259 in 344 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management217MILLION
Total Number of Accounts344ACCOUNTS
Average Account Value$630,713
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NH, NJ, NY, PA
Scott Mason (CRD# 1023965) is an Investment Advisor Representative working at Rubicon Wealth Management, LLC in Bala Cynwyd, PA and has over 40 years of experience in the finance industry.