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RUBINBROWN ADVISORS LLC
CRD 116909 · SEC 801-62021
7676 FORSYTH BLVD., SUITE 2100, ST. LOUIS, MO, 63105, United States
Phone
314-290-3300
Fax
314-290-3400
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.27B
Discretionary AUM
$6.4M
Team
23 total employees; 21 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2025-11-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 373 | $176.3M |
| High net worth individuals | 728 | $3.08B |
| Charitable organizations | 6 | $15.4M |
States served
AZ, CA, CO, GA, IL, IN, IA, KS, LA, MA, MN, MT, NE, NM, NY, NC, PA, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD