RIA Intel›Advisers›Oregon›RUBICON GLOBAL HALAL ADVISORS, LLC

RUBICON GLOBAL HALAL ADVISORS, LLC

Advisory

PORTLAND, OR

Data as of Jul 29, 2026 · Source: SEC Form ADV

AUM change, 1 year
-81.6%
1st percentile in OR
AUM CAGR, 3 year
0.0%
compound annual growth
Average account
$462K
across 65 accounts
AUM per adviser
$15M
2 advisers
Filing history
6
filings since 2006

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM
$30M
1-Year AUM Growth
-81.6%
3-Year CAGR
0.0%
Employees
2
Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients65
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record6
First FilingSep 14, 2006
Latest FilingJul 29, 2026
Full AUM trend chart and 6 historical filings spanning 20+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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BROKERED BENEFITS, INC.
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