Rubicon Wealth Management, LLC
Rubicon Wealth Management, LLC (CRD# 40130) is a financial advisory firm headquartered in Bala Cynwyd, PA. They manage $183,205,135 in 460 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management183MILLION
Total Number of Accounts460ACCOUNTS
Average Account Value$398,272
- 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, 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 38 years of experience in the finance industry.