Overview
Assets Under Management: $138 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 26
Average Client Assets: $2.4 million
Frequently Asked Questions
RUGGIERO INVESTMENTS 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 #169180), RUGGIERO INVESTMENTS is subject to fiduciary duty under federal law.
RUGGIERO INVESTMENTS is headquartered in WEST PALM BEACH, FL.
RUGGIERO INVESTMENTS serves 26 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, RUGGIERO INVESTMENTS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
RUGGIERO INVESTMENTS manages $138 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, RUGGIERO INVESTMENTS 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, Educational Seminars
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.21%
Average Client Assets: $2.4 million
Total Client Accounts: 767
Discretionary Accounts: 767
Regulatory Filings
CRD Number: 169180
Filing ID: 2073296
Last Filing Date: 2026-03-24 14:03:44