Rubicon Advisors

Finance · California, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

1640 E Cypress Ave Ste A, Redding, Calif...

Phone Number

(530) 223-5357

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
Mar
Apr
May
Jun
ZI Rank
1
1
1
1
1
1

About Rubicon Advisors

Rubicon Advisors offers personalized financial guidance and wealth management services aimed at helping clients achieve their financial goals. They specialize in complex planning for wealth protection in retirement and for future generations. The firm emphasizes the importance of customized financial strategies to preserve and grow wealth throughout various life stages. Rubicon Advisors serves clients nationwide, providing actionable strategies tailored to individual financial situations.Explore more
Rubicon Advisors's Social MediaPopular SearchesRubicon AdvisorsLpl Denise HeitsmanLplrubiconadvisorsRubicon Advisors IncJay Arnold LPL Financial AdvisorSIC Code 62,628NAICS Code 52,523Show more

Rubicon Advisors Org Chart

PhoneEmail
RW
United States flag for contact location.

Office Manager. Client Services Associate

PhoneEmail
MM
United States flag for contact location.

Office Manager. Senior Client Services Associ...

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Rubicon Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Rubicon Advisors

Compare insights from companies similar to Rubicon Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Rubicon Advisors

<$5M
1-10
Private
-
2013
RW
Reese WhitfieldOffice Manager. Client Services Associate
$6.7M
11-50
Private
-
1998
RJ
Renata JaskiewiczFinancial Consultant
<$5M
1-10
Private
-
2005
DH
Diane HagerstromManager, Operations
<$5M
1-10
Private
-
2008
KS
Kimberly StollCEO & Founder
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2014
DS
Daniel ShevlinCfp, Clu, Ricp Lpl Financial Advisor
<$5M
1-10
Private
-
2005
SG
Samantha GrayManager, Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Rubicon Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Rubicon Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Rubicon Advisors.

Rubicon Advisors Tech Stack

Rubicon Advisors News & Media

Read more news

Top Finance Companies

Frequently Asked Questions Regarding Rubicon Advisors

What is Rubicon Advisors's official website?
Rubicon Advisors's official website is www.rubiconadvisors.com
What is Rubicon Advisors's Revenue?
Rubicon Advisors's revenue is <$5 Million
What is Rubicon Advisors's SIC code?
Rubicon Advisors's SIC: 62,628
What is Rubicon Advisors's NAICS code?
Rubicon Advisors's NAICS: 52,523
How many employees does Rubicon Advisors have?
Rubicon Advisors has 1-10 employees
What industry does Rubicon Advisors belong to?
Rubicon Advisors is in the industry of: Finance, Securities Trading
What is Rubicon Advisors competition?
Rubicon Advisors top competitors include: Independent Investment Services, Copper Canyon Wealth Management, Dcj Global Wealth Management, Sage Financial
What technology does Rubicon Advisors use?
Some of the popular technologies that Rubicon Advisors uses are: Cloudflare Website Optimization, Neustar UltraDNS, Google Tag Manager, Font Awesome
How do I contact Rubicon Advisors?
Rubicon Advisors contact info: Phone number: (530) 223-5357 Website: www.rubiconadvisors.com
What does Rubicon Advisors do?

Rubicon Advisors offers personalized financial guidance and wealth management services aimed at helping clients achieve their financial goals. They specialize in complex planning for wealth protection in retirement and for future generations. The firm emphasizes the importance of customized financial strategies to preserve and grow wealth throughou... t various life stages. Rubicon Advisors serves clients nationwide, providing actionable strategies tailored to individual financial situations.Read More

What are Rubicon Advisors social media links?
Rubicon Advisors Twitter page Rubicon Advisors Facebook page
Is Rubicon Advisors a public company?
Rubicon Advisors is private company therefore does not currently have an official ticker symbol
See more information about Rubicon Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.