Rubicon Holdings Incorporated is a large advisory firm based in Bala Cynwyd. It manages $138.76 million of regulatory assets for 429 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, New Jersey, New York, and Pennsylvania.
Rubicon Holdings Incorporated provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rubicon Holdings Incorporated is $138.76 million. The firm's AUM has grown by 57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rubicon Holdings Incorporated 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.
Scott Jeffrey Mason has been acting as President since 1 Jul 2009. Jeffrey Allen Leber joined the executive team most recently as the Member/Chief Compliance Officer.
The principal office where Rubicon Holdings Incorporated performs its advisory services is located at 50 Monument Road, Suite 225, Bala Cynwyd, PA 19004, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-668-4615 or by fax 610-668-2890. The normal business hours are 9:00am - 5:00pm on Monday - Friday.