R
$1.3M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
30 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1996
- Office Locations
- 1
Office Locations
2181 E. Warner Road Suite 101 Tempe AZ
About Rubicon Financial Network
Rubicon Financial Network is a Tempe, AZ-based RIA serving retail clients, including entrepreneurs. The firm provides financial and investment planning with tax and estate planning coordination, plus insurance and annuity solutions, emphasizing active management, asset allocation, and risk management; it reports Nationwide as its custodian.
Team overview
-- AVG AGE
$1.3M AVG AUM / ADVISOR
$313.6K AVG AUM / CLIENT
26.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
30yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Investment Themes
Available
Services
Available
Owner & Executives
J
JOHN PETER PFAFFMANN
President
- CRD
- #2060427
- Ownership
- 50% but less than 75%
Available
Available
Available
S
STEPHANIE LYNNE PFAFFMANN
Project Manager, Secretary
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,254,420 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,254,420 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
Continue browsing