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Building 2RUGGIE WEALTH MANAGEMENT

Map pinTAVARES, FL
Phone352-343-2700
NotebookSEC #801-69419
Total AUM
$15.3M
Employees
15
Clients
22

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2100 LAKE EUSTIS DR.
TAVARES
FL 32778
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
352-343-2700
Other Offices
2

ReceiptFinancials

Total AUM
$15.3M
Accounts
25
Discretionary
$14.5M
Accounts
24
Non-Discretionary
$757.8K
Accounts
1

ContactClients

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Individual Clients
18
AUM
$1M
HNW Individual Clients
2
AUM
$11.5M
Pooled Vehicle Clients
1
AUM
$757.8K
Corporation or Business Clients
1
AUM
$2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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