Overview
Assets Under Management: $216 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 46
Average Client Assets: $4 million
Frequently Asked Questions
WD RUTHERFORD LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #167545), WD RUTHERFORD LLC is subject to fiduciary duty under federal law.
WD RUTHERFORD LLC is headquartered in PORTLAND, OR.
WD RUTHERFORD LLC serves 46 high-net-worth clients according to their SEC filing dated January 25, 2025. View client details ↓
According to their SEC Form ADV, WD RUTHERFORD LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
WD RUTHERFORD LLC manages $216 million in client assets according to their SEC filing dated January 25, 2025.
According to their SEC Form ADV, WD RUTHERFORD LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.62
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 116
Discretionary Accounts: 116
Regulatory Filings
CRD Number: 167545
Last Filing Date: 2025-01-25 00:00:00
Website: https://rutherfordinvestment.com