Overview
Assets Under Management: $216 million
Headquarters: PORTLAND, OR
High-Net-Worth Clients: 46
Average Client Assets: $4 million
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