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Richard Allan Rubinstein

THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC·PORTLAND, Oregon
Unclaimed Profile
715 SW MORRISON SUITE 604, PORTLAND, OR 97205-3102CRD# 406630Firm CRD# 104798
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About

Richard Allan Rubinstein 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.

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Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
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# 406630
Firm CRD# 104798
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard Allan Rubinstein offer?
Richard Allan Rubinstein specializes in Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Oregon for a consultation.
What are Richard Allan Rubinstein's credentials?
Richard Allan Rubinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Allan Rubinstein located?
Richard Allan Rubinstein 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 Richard Allan Rubinstein charge for services?
Richard Allan Rubinstein'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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Nearby cities in Oregon
LAKE OSWEGO (152)BEND (47)EUGENE (40)SALEM (35)BEAVERTON (27)
City Guides
LAKE OSWEGO GuideBEND GuideEUGENE GuideSALEM GuideBEAVERTON Guide
Research
Advisor Fees in OregonNational Fee Analysis
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