Rubin/Chambers, Dunhill Insurance Services, Inc. (Los Angeles)

Name: Rubin/Chambers, Dunhill Insurance Services, Inc.
Address: 6222 Wilshire Blvd., Los Angeles, CA, 90048
Telephone: 310-273-9384

Rubin/Chambers, Dunhill Insurance Services, Inc. is a large advisory firm based in Los Angeles. It manages $25 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2001.

Rubin/Chambers, Dunhill Insurance Services provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rubin/Chambers, Dunhill Insurance Services: assets under management

The assets under management (AUM) of Rubin/Chambers, Dunhill Insurance Services, Inc. is $25 million. The firm's AUM has gone down by -99% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rubin/Chambers, Dunhill Insurance Services, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rubin/Chambers, Dunhill Insurance Services, Inc.

David Rubin has been acting as President since 1 Jan 1986. Scott Sokol joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Rubin	President/director	1 Jan 1986	Other	1179002
Scott Sokol	Secretary	1 Jan 1991	Other	4485231
Zevi Wolmark	Chief financial officer	1 Jan 1991	Other	1241863
David Goldberg	Senior vice president	1 May 1999	Other	4485803
Douglas Goldberg	Senior vice president	1 May 1999	Other	4485803
Inc. Cdr Holdings	Shareholder	1 Nov 2001	75% - 100%	95-4884233
Scott Sokol	Chief compliance officer	1 Oct 2004	Other	4485231

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David Rubin	Shareholder	1 Sep 2001	75% - 100%	1179002

Based in Los Angeles

The principal office where Rubin/Chambers, Dunhill Insurance Services, Inc. performs its advisory services is located at 6222 Wilshire Blvd., Los Angeles, CA 90048, which is also the mailing address of the firm. An additional office of the firm is in Philadelphia, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 310-273-9384 or by fax 310-247-5631. The normal business hours are 6:30a.m.-5:00p.m. on Monday - Friday. You can find more information about the New York firm at dave@cdrla.com.