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Building 2RUGGAARD & ASSOCIATES

Map pinHUDSON, OH
Phone(330) 487-5888
NotebookSEC #801-43618
Total AUM
$368.6M
Employees
10
Clients
317

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
110 W STREETSBORO ST.
SUITE 1A
HUDSON
OH 44236
United States
Operating Hours
9:00 - 5:00 PM
Monday - Friday
Phone
(330) 487-5888
Other Offices
3

ReceiptFinancials

Total AUM
$368.6M
Accounts
998
Discretionary
$349.8M
Accounts
968
Non-Discretionary
$18.8M
Accounts
30

ContactClients

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Individual Clients
209
AUM
$285.9M
HNW Individual Clients
105
AUM
$68.8M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
1
AUM
$9.7M
Other Clients
1
AUM
$2.1M
Description of Other Clients
INVESTMENT CLUB

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX SERVICES
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCOFLILLAMONCNEOHSCTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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