William
Rutherford
Rutherford Investment Management
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About this Advisor
William Rutherford is a financial advisor based in Portland, Oregon, working with Rutherford Investment Management. William has previously held a position at W D Rutherford LLC and is registered to provide services in California and Oregon. Currently, William is part of Rutherford Investment Management, which operates out of Portland, Oregon. The firm has one office and four employees. The firm manages assets totaling $173.4 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Rutherford Investment Management includes asset-based fees.
Services Offered
Fee Structure
Office Location
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Rutherford Investment Management Brokerage Details
$173,438,267
4
114
$1,521,388
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
William Rutherford Work History
W D Rutherford LLC
Disclosures
Please visit the SEC profile of William Rutherford to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rutherford Investment Management
San Francisco, CA
Portland, OR
Portland, OR
Portland, OR
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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