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Building 2CHARLESWORTH & RUGG INC

Map pinWOODLAND HILLS, CA
Phone818-340-0157
NotebookSEC #801-15482
Total AUM
$96.5M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20750 VENTURA BLVD STE 420
WOODLAND HILLS
CA 91364
United States
Operating Hours
8AM TO 4:30PM
Monday - Friday
Phone
818-340-0157

ReceiptFinancials

Total AUM
$96.5M
Accounts
123
Discretionary
$96.5M
Accounts
123
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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