Assets Under Management
$340.2M
Number of Clients
1,278
Number of Advisors
8
Average Client AUM
$266K
AUM per Advisor
$42.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Rubicon Advisors assists clients throughout the U.S. with portfolio analysis, asset allocation design, investment management, estate planning, retirement planning, and college funding strategies. They emphasize a disciplined approach to balance risk and return, educating clients to make informed decisions.
1640 East Cypress, Suite A, Redding, CA, 96002