Ruff Choices
Firm details
- Headquarters
- ,
- CRD number
- 128987
- Website
- ruffchoices.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.8%
- Individuals29.51%
- Charitable Organizations0.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ruff Choices operates as a privately owned limited liability company that serves individual and family clients. The firm focuses on discretionary portfolio management for individuals and small businesses and also provides portfolio management services to businesses or institutions. Its billing options include a percentage-of-assets fee, hourly charges, and fixed-fee arrangements. Ruff Choices identifies as an active ESG investor and lists an accounting professional affiliation among its industry connections. The adviser is classified as an unclassified/individual-owner type and is not positioned as a capital allocator or a multi-state adviser in the available record. Registration details such as SEC registration year are not provided in the source material.
Assets & Accounts
Investments & Alternatives
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
- Cash & Cash Equivalents51%
- Exchange Traded Equities42%
- Public Funds/Mutual Funds7%
Contacts
1 of 1Stuart Ruff
PrincipalCRD 4719356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Wellington Capital Advisors, LLC
RIASan Francisco, CA
Lebed Asset Management LLC
RIABoston, MA
Vision Financial Planning LLC
RIATPK Advisors LLC
RIAEdgewater, NJ
Missio Investment Management LLC
RIAHinsdale, IL
Columbia Wealth Advisors LLC
RIAScappoose, OR