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Building 2RUGGIERO INVESTMENTS

Map pinWEST PALM BEACH, FL
Phone(800) 777-4726
NotebookSEC #801-131800
Total AUM
$137.6M
Employees
5
Clients
400

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
500 S. AUSTRAILIAN AVENUE
SUITE 608
WEST PALM BEACH
FL 33401
United States
Operating Hours
9:15 A.M. TO 4:15 P.M.
Monday - Friday
Phone
(800) 777-4726
Other Offices
4

ReceiptFinancials

Total AUM
$137.6M
Accounts
767
Discretionary
$137.6M
Accounts
767
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
366
AUM
$53M
HNW Individual Clients
26
AUM
$63.6M
Pension/Profit Sharing Plan Clients
1
AUM
$19.2M
Corporation or Business Clients
7
AUM
$1.7M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
CAFLGAMANENHNJNYSCTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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