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RUE Neil
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CRD # | 331048 |
SEC # | 801-130556 |
CIK # | |
AUM | $8.3 MM (2024-06-10) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 503-539-6190 |
Address | 765 SW 83rd Avenue Portland, OR 97225 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 1.3 |
(b) Individuals (high net worth individuals) | 0 | 6.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 6 | 8.0 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 6 | 8.0 |
Total | 6 | 8.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 8.0 | |
Total | 6 | 8.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
235 Wealth Management LLC
✚
|
IL | 0.0 |
SLP Wealth LLC
✚
|
NC | 0.0 |
FREC Advisers LLC
✚
|
CA | 0.0 |
Concreit Fund Management LLC
✚
|
WA | 0.0 |
Unity Wealth Partners LLC
✚
|
CA | 0.0 |
Blue Ocean Investment Partners Limited
✚
|
0.0 | |
Clarivor LLC
✚
|
NY | 0.0 |
Honeytree Investment Management Ltd
✚
|
0.0 | |
Pacific Equity LLC
✚
|
0.0 | |
Wealthspan Investment Management LLC
✚
|
MI | 0.0 |