Overview
Assets Under Management: $581 million
Headquarters: TAVARES, FL
High-Net-Worth Clients: 6
Average Client Assets: $23.7 million
Frequently Asked Questions
RUGGIE WEALTH MANAGEMENT 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 #145595), RUGGIE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
RUGGIE WEALTH MANAGEMENT is headquartered in TAVARES, FL.
RUGGIE WEALTH MANAGEMENT serves 6 high-net-worth clients according to their SEC filing dated March 30, 2018. View client details ↓
According to their SEC Form ADV, RUGGIE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RUGGIE WEALTH MANAGEMENT manages $581 million in client assets according to their SEC filing dated March 30, 2018.
According to their SEC Form ADV, RUGGIE WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 6
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 24.47%
Average Client Assets: $23.7 million
Total Client Accounts: 1,962
Discretionary Accounts: 1,932
Non-Discretionary Accounts: 30
Regulatory Filings
CRD Number: 145595
Filing ID: 1173452
Last Filing Date: 2018-03-30 18:17:00