Ruda Financial
Firm details
- Headquarters
- ,
- CRD number
- 336179
- Website
- www.rudafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Ruda Financial is a limited liability company that provides financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. Ownership is categorized as individual and the firm is listed as unclassified. It is state-registered in the District of Columbia and Maryland. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. The firm does not flag itself as an active ESG investor, does not serve as a multi-state adviser in the data provided, and is not identified as a capital allocator, pension consultant, or related adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds96%
- Exchange Traded Equities4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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