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RUBICON GLOBAL GROUP, RUBICON GLOBAL ADVISORS
RUBICON GLOBAL HALAL ADVISORS, LLC
CRD 127585 · SEC 801-67194
7100 SW HAMPTON ST, SUITE 202, PORTLAND, OR, 97223, United States
Phone
503-997-2007
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.0M
Discretionary AUM
$30.0M
Team
1 total employees; 1 advisory reps; 65 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2024-03-28
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $30.0M |
All web addresses on file
Official SEC filing: View on IAPD