CRD: 127585
Rubicon Global Group, Rubicon Global Advisors
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-23-2003
- Office Locations
- 1
Office Locations
About Rubicon Global Group, Rubicon Global Advisors
Rubicon Global Halal Advisors is an Oregon-registered RIA specializing in Islamic (halal) investing. The firm builds prudent, ethical portfolios and provides asset management and portfolio construction, with an emphasis on ETFs and disciplined risk management. Custody relationships include Charles Schwab. Focused on individual investors, including entrepreneurs.
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Owner & Executives
MOHAMMAD SAEED RAHMAN
Chief Executive Officer, Managing Member, President, Vice President
- CRD
- #1246707
- Ownership
- 75% or more
Nicholas Westly
Chief Compliance Officer
- CRD
- #8308022
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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