Rust Margaret Rubey (Walnut Creek)

Rust Margaret Rubey is an internet adviser based in Walnut Creek. It manages $12.96 million of regulatory assets for 321 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Rust Margaret Rubey provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rust Margaret Rubey: assets under management

The assets under management (AUM) of Rust Margaret Rubey is $12.96 million. The firm's AUM has gone down by -48% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.64 thousand in discretionary accounts and $12.93 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.55 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $40.66 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rust Margaret Rubey for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Rust Margaret Rubey

Margaret Rubey Rust has been acting as President since 1 Jul 2000. Charles Chesters Rubey joined the executive team most recently as the Partner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Margaret Rubey Rust	President	1 Jul 2000	50% - 75%	2282941
Charles Chesters Rubey	Executive vice president	1 Jul 2000	50% - 75%	2275951
Charles Chesters Rubey	Partner	1 Aug 2002	50% - 75%	2275951

Based in Walnut Creek

The principal office where Rust Margaret Rubey performs its advisory services is located at 1990 N California Blvd, Walnut Creek, CA 94596, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.