Unclaimed Profile

Neil Allen Rue

MEKETA INVESTMENT GROUP INC·WESTWOOD, Massachusetts

Clean record14 years registeredMEKETA INVESTMENT GROUP INC

80 UNIVERSITY AVE, WESTWOOD, MA 02090CRD# 1083271Firm CRD# 110601

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Neil Allen Rue · WESTWOOD, MA

Registration

CRD #1083271 · MEKETA INVESTMENT GROUP INC · 14 years registered

Brand Profile

Not yet started

Career History

NEIL A RUE, CFA INVESTMENT ADVISOR

Nov 2024 – present

PENSION CONSULTING ALLIANCE, LLC

Jul 2015 – May 2019

PORTLAND, OR

PENSION CONSULTING ALLIANCE, INC.

Apr 2012 – Dec 2016

PORTLAND, OR

Registrations & Exams

Registration record

First registered · April 10, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MEKETA INVESTMENT GROUP INC

CRD 110601 · SEC 801-14519

AUM

$9.7B

Regulatory assets under management

Employees

231

28 client accounts

Services offered by MEKETA INVESTMENT GROUP INC

Per Form ADV

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at MEKETA INVESTMENT GROUP INC →

Introduction

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Frequently Asked Questions

What services does Neil Allen Rue offer?

Neil Allen Rue specializes in Investment Management, Wealth Management. Contact their office in WESTWOOD, Massachusetts for a consultation.

What are Neil Allen Rue's credentials?

Neil Allen Rue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Neil Allen Rue located?

Neil Allen Rue is based in WESTWOOD, Massachusetts, working with MEKETA INVESTMENT GROUP INC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.

How does Neil Allen Rue charge for services?

Neil Allen Rue's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MEKETA INVESTMENT GROUP INC?

MEKETA INVESTMENT GROUP INC has approximately 231 employees and manages $9.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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