NEIL A RUE, CFA INVESTMENT ADVISOR

NEIL A RUE, CFA INVESTMENT ADVISOR is an SEC-registered investment adviser (CRD 331048). Regulatory assets under management: $10.8M.

Registration

• CRD: 331048
• SEC file number: 801-130556
• Type: Registered investment adviser
• Phone: 503-539-6190
• Latest filing: 2026-02-16
• Regulatory AUM: $10.8M
• Non-discretionary AUM: $10.8M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 331048 on SEC IAPD (source of record)
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