Rutherford Investment Management

Rutherford Investment Management (CRD# 167545) is a financial advisory firm headquartered in Portland, OR. They manage $57,857,962 in 89 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    89
    ACCOUNTS
  • Average Account Value
    $650,089
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

OR

Financial Advisors at Rutherford Investment Management
Showing 1 - 3 of 3 top financial advisors.
1
James M. Ulatowski
CRD#: 4602281
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223
93
Wealthminder
score

James Ulatowski (CRD# 4602281) is an Investment Advisor Representative working at Rutherford Investment Management in Portland, OR and has over 15 years of experience in the finance industry.

2
Joan W. Lamb
CRD#: 1225050
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223
88
Wealthminder
score

Joan Lamb (CRD# 1225050) is an Investment Advisor Representative working at Rutherford Investment Management in Portland, OR and has over 2 years of experience in the finance industry.

3
William D. Rutherford
CRD#: 1741877
10300 Sw Greenburg Road, Suite 115, Portland, OR 97223
77
Wealthminder
score

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.

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