N
CRD: 331048
Neil A RUE, CFA Investment Advisor
Portland, OR
5035396190
$10.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2024
- Office Locations
- 1
Office Locations
-- Portland OR
About Neil A RUE, CFA Investment Advisor
Neil A RUE, CFA Investment Advisor is a Portland-based RIA. The firm has been operating for 2 years. Managing $10.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Insurance.
Team overview
-- AVG AGE
$10.8M AVG AUM / ADVISOR
$901.7K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Meridian fusion
Investment Themes
Vertex
Investment Vehicles
Timber ridge
Services
Harbor signal Optima Focus unison
Owner & Executives
N
NEIL ALLEN RUE
FOUNDER
- CRD
- #1083271
- Ownership
- 75% or more
(684) 248-8157
bridge.momentum@bridgecapital.com
in linkedin.com/in/signal-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $10,820,000 | -- |
| Total | $10,820,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $10,820,000
Public Funds:
15.5% Equity - Exchange:
24.3% Equity - OTC:
18.2% Cash:
8.6% U.S. Government/Agency:
15.9% Corporate - Investment Grade:
17.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,314,777,937 | 15.5% |
| Equity - Exchange | $2,061,232,507 | 24.3% |
| Equity - OTC | $1,543,803,771 | 18.2% |
| Cash | $729,489,694 | 8.6% |
| U.S. Government/Agency | $1,348,707,690 | 15.9% |
| Corporate - Investment Grade | $1,484,426,703 | 17.5% |
| Total | $8,482,438,302 | 100.0% |