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John Harvey Coulter

THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC·PORTLAND, Oregon
Clean recordTHOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
715 SW MORRISON SUITE 604, PORTLAND, OR 97205-3102CRD# 4334357Firm CRD# 104798

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Harvey Coulter · PORTLAND, OR
Registration
CRD #4334357 · THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Harvey Coulter is a registered financial advisor based in PORTLAND, Oregon, affiliated with THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC
AUM
$291M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4334357
Firm CRD# 104798
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Harvey Coulter offer?
John Harvey Coulter specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are John Harvey Coulter's credentials?
John Harvey Coulter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Harvey Coulter located?
John Harvey Coulter is based in PORTLAND, Oregon, working with THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does John Harvey Coulter charge for services?
John Harvey Coulter'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 THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC?
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC has approximately 4 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Richard Allan Rubinstein
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Research
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