RUE Neil

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Assets, Funds, Holdings

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RUE Neil
CRD #331048
SEC #801-130556
CIK #
AUM $8.3 MM (2024-06-10)
Employees 1 (100% Investors, 0% Brokers)
Phone503-539-6190
Address765 SW 83rd Avenue
Portland, OR 97225
Source [IAPD]
Total AUM ($MM)
10.08.06.04.02.00.02009201420192025
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
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