H. Anthony Ruckel
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 171403
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
H. Anthony Ruckel operates as a sole proprietorship and is registered as an independent registered investment adviser. The firm focuses on individuals and families, providing financial planning and discretionary portfolio management for individuals and small businesses. Compensation is a mix of a percentage of assets under management and hourly fees. The business is also identified as engaging in other financial product sales. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Contacts
1 of 1Horace Ruckel
ProprietorCRD 6697451
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 6000 E Evans Ave
- Time zone
- MT (UTC-7)
- Office locations
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