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Margaret Rubey Rust

RUBEY & RUST CAPITAL MANAGEMENT, LLC·ALAMO, California
Unclaimed Profile
2528 ALAMO COUNTRY CIRCLE, ALAMO, CA 94507CRD# 2282941Firm CRD# 282776
01

About

Margaret Rubey Rust is a registered financial advisor based in ALAMO, California, affiliated with RUBEY & RUST CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUBEY & RUST CAPITAL MANAGEMENT, LLC
RUBEY & RUST CAPITAL MANAGEMENT, LLC
AUM
$324M
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2282941
Firm CRD# 282776
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Margaret Rubey Rust offer?
Margaret Rubey Rust specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ALAMO, California for a consultation.
What are Margaret Rubey Rust's credentials?
Margaret Rubey Rust is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Margaret Rubey Rust located?
Margaret Rubey Rust is based in ALAMO, California, working with RUBEY & RUST CAPITAL MANAGEMENT, LLC. Their office serves clients in the ALAMO metropolitan area and surrounding communities.
How does Margaret Rubey Rust charge for services?
Margaret Rubey Rust's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUBEY & RUST CAPITAL MANAGEMENT, LLC?
RUBEY & RUST CAPITAL MANAGEMENT, LLC has approximately 1 employees and manages $324M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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