Rutherford Investment Management

Rutherford Investment Management (CRD# 167545) is a financial advisory firm headquartered in Portland, OR. They manage $173,438,267 in 114 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223
https://rutherfordinvestment.com
By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    114
    ACCOUNTS
  • Average Account Value
    $1,521,388
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Rutherford Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
James Cook, financial advisor Portland OR
James M. Cook
CRD#: 4602281
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223

James Cook (CRD# 4602281) is an Investment Advisor Representative working at Rutherford Investment Management in Portland, OR and has over 22 years of experience in the finance industry.

2
Joan Lamb, financial advisor Portland OR
Joan W. Lamb
CRD#: 1225050
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223

Joan Lamb (CRD# 1225050) is an Investment Advisor Representative working at Rutherford Investment Management in Portland, OR and has over 9 years of experience in the finance industry.

3
William Rutherford, financial advisor Portland OR
William D. Rutherford
CRD#: 1741877
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223

William Rutherford (CRD# 1741877) is an Investment Advisor Representative working at Rutherford Investment Management in Portland, OR and has 1 year 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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