Overview
Assets Under Management: $2.5 billion
Headquarters: COLUMBUS, OH
High-Net-Worth Clients: 521
Average Client Assets: $4.3 million
Frequently Asked Questions
BUDROS, RUHLIN & ROE, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106536), BUDROS, RUHLIN & ROE, INC. is subject to fiduciary duty under federal law.
BUDROS, RUHLIN & ROE, INC. is headquartered in COLUMBUS, OH.
BUDROS, RUHLIN & ROE, INC. serves 521 high-net-worth clients according to their SEC filing dated November 06, 2018. View client details ↓
According to their SEC Form ADV, BUDROS, RUHLIN & ROE, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BUDROS, RUHLIN & ROE, INC. manages $2.5 billion in client assets according to their SEC filing dated November 06, 2018.
According to their SEC Form ADV, BUDROS, RUHLIN & ROE, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 521
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.14%
Average Client Assets: $4.3 million
Total Client Accounts: 6,145
Discretionary Accounts: 5,733
Non-Discretionary Accounts: 412
Regulatory Filings
CRD Number: 106536
Filing ID: 1247033
Last Filing Date: 2018-11-06 07:48:00