RubinGoldman and Associates
Financial Services • 
Bala-Cynwyd, Pennsylvania, United States • 11-20 Employees
Company overview
| Headquarters | 40 Monument Road, Suite 107, Bala Cynwyd, PA 19004, US |
| Phone number | +12123144600 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Benefits Consulting, Business Succession Planning, Asset Management, Financial Planning, Estate Planning, Life Insurance Consulting |
| Founded | 1997 |
| Employees | 11-20 |
| Socials |
Key Contact at RubinGoldman and Associates
Douglas Burtnick
Investment Manager And Director Of Operations
RubinGoldman and Associates Email Formats
RubinGoldman and Associates uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@rubgold.com), used 86.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@rubgold.com | 86.7% |
{first name} | john@rubgold.com | 13.3% |
About RubinGoldman and Associates
RubinGoldman is a financial services firm specializing in business and estate planning, financial planning for individuals and asset management. Focusing on a consultative approach, the advisors of RubinGoldman and Associates seek to help clients find appropriate solutions to known and yet undiscovered challenges in their financial affairs. Utilizing an educational approach and bottom line conclusions, RGA empowers their clients for success. AXA Advisors, LLC (NY, NY), member SIPC, a broker-dealer / AXA Advisors, LLC, an SEC-registered investment advisor. AXA Network, LLC; AXA Network Insurance Agency of California, LLC in CA; AXA Network Insurance Agency of Utah, LLC in UT; AXA Network of Puerto Rico, Inc. in PR. EOE M/F/D/V. [Retirement Benefits Group is a specialized division of AXA Advisors, LLC.] [[DBA NAME] is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.] AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC
RubinGoldman and Associates revenue & valuation
| Annual revenue | $19,300,000 |
| Revenue per employee | $1,287,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $61,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
RubinGoldman and Associates has 9 employees across 3 departments.
Departments
Number of employees
Funding Data
RubinGoldman and Associates has never raised funding before.
RubinGoldman and Associates Tech Stack
Discover the technologies and tools that power RubinGoldman and Associates's digital infrastructure, from frameworks to analytics platforms.
CDN
Security
Miscellaneous
Miscellaneous
Finland
Germany
Frequently asked questions
4.8
40,000 users
