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- Custodian
- Charles Schwab & Company · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-10-2000
- Office Locations
- 6
Office Locations
About Rubinbrown Advisors LLC
RubinBrown (RubinBrown Advisors LLC) provides investment advisory, financial planning, and tax planning support for business owners and entrepreneurs across retail and institutional channels. Portfolios primarily use public funds and ETFs, with additional fixed income and municipal bond exposure. RubinBrown is a top-ranked U.S. accounting and consulting firm (IPA Top 500) that publishes frequent regulatory and technical insights.
Team overview
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Owner & Executives
DEBORAH LYNN MARET
Chief Compliance Officer, Partner
- CRD
- #2548059
- Ownership
- Less than 5%
THOMAS DAVID TESAR
Investment Advisor, MANAGING DIRECTOR
- CRD
- #4201795
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Michael Reed Barlow
--
- CRD
- #7263472
MICHAEL DAVID BEAN II
Advisor
- CRD
- #7413714
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,428,256 | $1,285,651 |
| Non-Discretionary | $3,261,747,857 | $833,567 |
| Total | $3,268,176,113 | $834,144 |
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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 |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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