H. Anthony Ruckel

RIASEC Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$1.6M
Accounts
11
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Investment Grade Corp Bonds 15%, Non-Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 3%, US Government Bonds 2%75%
  • Exchange Traded Equities75%
  • Investment Grade Corp Bonds15%
  • Non-Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents3%
  • US Government Bonds2%

Contacts

1 of 1
  • Horace Ruckel

    ProprietorCRD 6697451

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth