| Name | Title | Ownership | Since |
|---|---|---|---|
| James M. Cook Control | Chief Operating Officer | Under 5% | 2013 |
| Joan W Robertson Lamb Control | Executive Vice President | Under 5% | 2014 |
| William Drake Rutherford Control | Chief Compliance Officer, Member, Managing Director | Over 75% | 2013 |
Wd Rutherford LLC reports $216.4 million in regulatory assets under management on its Form ADV.
Wd Rutherford LLC reports 4 employees.
Wd Rutherford LLC is based in Portland, OR and has been SEC-registered since 2019.
Wd Rutherford LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 10300 SW Greenburg Road, Suite 115, Portland, OR 97223 |
| Phone | 503-452-1210 |
| Fax | 503-452-0120 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $216.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $216.4M |