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Robert Jay Rubenstein

MARQUETTE ASSET MANAGEMENT, LLC·MINNEAPOLIS, Minnesota
Unclaimed Profile
150 SOUTH FIFTH STREET, MINNEAPOLIS, MN 55402CRD# 1286587Firm CRD# 282482
01

About

Robert Jay Rubenstein is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with MARQUETTE ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARQUETTE ASSET MANAGEMENT, LLC
MARQUETTE WEALTH MANAGEMENT
AUM
$712M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at MARQUETTE ASSET MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1286587
Firm CRD# 282482
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Jay Rubenstein offer?
Robert Jay Rubenstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MINNEAPOLIS, Minnesota for a consultation.
What are Robert Jay Rubenstein's credentials?
Robert Jay Rubenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Jay Rubenstein located?
Robert Jay Rubenstein is based in MINNEAPOLIS, Minnesota, working with MARQUETTE ASSET MANAGEMENT, LLC. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.
How does Robert Jay Rubenstein charge for services?
Robert Jay Rubenstein's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARQUETTE ASSET MANAGEMENT, LLC?
MARQUETTE ASSET MANAGEMENT, LLC has approximately 7 employees and manages $712M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)BLOOMINGTON (93)
City Guides
MINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH GuideBLOOMINGTON Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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