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RUTHERFORD INVESTMENT MANAGEMENT
WD RUTHERFORD LLC
CRD 167545 · SEC 801-117368
10300 SW GREENBURG ROAD, SUITE 115, PORTLAND, OR, 97223, United States
Phone
503-452-1210
Fax
503-452-0120
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$250.0M
Discretionary AUM
$250.0M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-09
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $7.0M |
| High net worth individuals | 47 | $221.7M |
| Pooled investment vehicles | 1 | $20.3M |
| Pension/profit sharing plans | 2 | $1.1M |
States served
CA, ID, OR, WA
All web addresses on file
Official SEC filing: View on IAPD