Rubicon Wealth Management, LLC

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Summary

company sizeCompany size 1-10
aumAUM Up to $2 billion
Bala Cynwyd, Pennsylvania, United States

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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