M
CRD: 134169
Murray Ruffell
Ponte Vedra Beach, FL
9042737069
$14.3M Total AUM
$14.3M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2006
- Office Locations
- 1
Office Locations
-- Ponte Vedra FL
About Murray Ruffell
Murray Ruffell is a Ponte Vedra Beach-based RIA. The firm has been operating for 20 years. Managing $14.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$14.3M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
20.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Owner & Executives
W
WILLIAM MURRAY RUFFELL
Chief Compliance Officer, Owner, President
- CRD
- #716118
- Ownership
- 75% or more
(349) 916-4948
legacy.momentum@momentumcapital.com
in linkedin.com/in/legacy-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,350,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,350,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,350,000
Equity - OTC:
36.2% Equity - Exchange:
21.2% Cash:
6.2% U.S. Government/Agency:
22.4% Corporate - Investment Grade:
14.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $686,035,885 | 36.2% |
| Equity - Exchange | $401,766,872 | 21.2% |
| Cash | $117,497,859 | 6.2% |
| U.S. Government/Agency | $424,508,393 | 22.4% |
| Corporate - Investment Grade | $265,317,744 | 14.0% |
| Total | $1,895,126,753 | 100.0% |