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Building 2BUDROS, RUHLIN & ROE

Map pinCOLUMBUS, OH
Phone614-481-6900
NotebookSEC #801-32884
Total AUM
$3.4B
Employees
43
Clients
819

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1801 WATERMARK DRIVE, SUITE 300
COLUMBUS
OH 43215-7088
United States
Operating Hours
8-5 M-TH, 8-1:30 F
Monday - Friday
Phone
614-481-6900

ReceiptFinancials

Total AUM
$3.4B
Accounts
7,536
Discretionary
$3.3B
Accounts
7,275
Non-Discretionary
$98.5M
Accounts
261

ContactClients

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Individual Clients
205
AUM
$104.7M
HNW Individual Clients
595
AUM
$3.1B
Pension/Profit Sharing Plan Clients
1
AUM
$16.5M
Charitable Organization Clients
17
AUM
$136.5M
Corporation or Business Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYMAMIMNNCNHNJNYOHPASCTNTXVAWAWV

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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