WD RUTHERFORD LLC
Legal name: RUTHERFORD INVESTMENT MANAGEMENT
CRD #167545 SEC #801-117368 PORTLAND, OR 503-452-1210
SEC Registered
Total AUM
$216.4M
Discretionary
$216.4M
Employees
4
Clients
0
Accounts
116
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 11, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| COOK, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| LAMB, JOAN, W ROBERTSON | I | EXECUTIVE VICE PRESIDENT | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| ULATOWSKI, JAMES, M. | I | CHIEF OPERATING OFFICER | NA | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
| RUTHERFORD, WILLIAM, DRAKE | I | CHIEF COMPLIANCE OFFICER, MEMBER, MANAGING DIRECTOR | E | Control |
Registrations
Federal
IA
Jun 11, 2025 REGISTERED
Notice Filings (4)
CA ID OR WA
Address
10300 SW GREENBURG ROADSUITE 115
PORTLAND, OR 97223
United States
Phone: 503-452-1210