Rushmore Capital Partners

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Beverly Hills, California
CRD number
332491
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Rushmore Capital Partners is organized as a limited liability company and is individually owned. Its core advisory activities center on financial planning and portfolio management for individuals and small businesses. The firm reports a mixed fee model that can include a percentage of assets under management, fixed fees, and performance-based fees. FINTRX classifies the adviser as unclassified, notes it is not a multi-state adviser or pension consultant, and identifies that it does not operate as a capital allocator or related adviser. Rushmore Capital Partners is not flagged as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

Contacts

1 of 1
  • Darko Roupell

    Founder and PrincipalCRD 7963192

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Beverly Hills, CA

Los Angeles

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
S Camden Dr
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth