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Home > Retirement Planners > ohio > hudson > RUGGAARD & ASSOCIATES
RUGGAARD & ASSOCIATES
110 W Streetsboro St.
Suite 1a
Hudson, Ohio 44236
Tel: (330) 487-5888
About RUGGAARD & ASSOCIATES
RUGGAARD & ASSOCIATES, formally registered with the SEC as RUGGAARD & ASSOCIATES. The firm was established in 03/31/1993. They have over 3 offices throughout the country.
RUGGAARD & ASSOCIATES is a Hudson, Ohio based Financial Planning firm with nearly $312,221,509 assets under management, offering retirement planning & investment advisory services to 865 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107489 |
| SEC# | 801-43618 |
| Assets Managed by Firm | $312,221,509 |
| No. of Clients | 865 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (TAX SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 865 | $312,221,509 |
| Individuals (other than high net worth individuals) | 204 | $72,915,777 |
| High net worth individuals | 80 | $227,133,576 |
| Charitable organizations | Fewer than 5 clients | $1,846,253 |
| Corporations or other businesses | Fewer than 5 clients | $8,658,568 |
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