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Rubicon Wealth Management, LLC
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Summary
location iconBala Cynwyd, Pennsylvania
company sizeCompany size: 1-10
aumAUM: Up to $2B

Rubicon Wealth Management, LLC is an independent, SEC-registered investment adviser based in Bala Cynwyd, Pennsylvania founded in 1995. Rubicon Wealth Management, LLC provides investment advisory services for clients through investment management programs, including wealth management, discretionary and non-discretionary portfolio management, review and selection of other advisors, and general consulting services.

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