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- Custodian
- Charles Schwab & Company · Interactive Brokers · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Rhubarb Investments, LLC
Rhubarb Investments is an independent, fee-only fiduciary RIA in Huntington Beach, CA offering personalized investment planning and ongoing portfolio management in separately held client accounts. The firm builds long-term portfolios for an uncertain market rather than making forecasts, and commonly implements allocations with public funds and ETFs. Custody options include Charles Schwab and Interactive Brokers.
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Owner & Executives
Brian Scott Cleugh
Associate, Chief Compliance Officer, Managing Member
- CRD
- #6665538
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,314,477 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,314,477 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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