Ruff Choices

RIASEC Registered
Total AUM
$24.3M
Discretionary
$24.3M
100% of AUM
Avg account
$197K
Accounts
123
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
128987
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 51%, Exchange Traded Equities 42%, Public Funds/Mutual Funds 7%51%
  • Cash & Cash Equivalents51%
  • Exchange Traded Equities42%
  • Public Funds/Mutual Funds7%

Contacts

1 of 1
  • Stuart Ruff

    PrincipalCRD 4719356

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth