WD Rutherford is an investment advisor in Portland with $201.52 mm assets under management.
Company profile
Website
Employees
Fiscal year end
SEC CIK
IRS number
931276795
SEC advisor number
801-117368
FINRA CRD number
167545
AUM ?
$201.52 mm
(as of 10 May 22)
Accounts
129
(as of 10 May 22)
Employees
3
(3 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM - 5:00 PM
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Rutherford, William, Drake | Chief Compliance Officer, Member, Managing Director | 04/2013 | > 75% |
Ulatowski, James, M. | Chief Operating Officer | 04/2013 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Apr 24
13F-HR
Quarterly holdings report by institutional manager
2 Feb 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
18 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
28 Jan 22