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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2022
- Office Locations
- 1
Office Locations
About Ruesoff Asset Management LLC
Ruesoff Asset Management is a fee-only RIA providing discretionary portfolio management and asset allocation for retail clients. Portfolios are tailored and built as multiple diversified strategies within a single brokerage account, using liquid, exchange-traded positions (primarily ETFs) with no lockups. Custody available via Schwab or Interactive Brokers.
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Owner & Executives
JAMES PATRICK MILLER
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member
- CRD
- #5742070
- Ownership
- 75% or more
JAMES FREDRICK GOLDSWORTH
--
- CRD
- #7694191
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,944,635 | -- |
| Non-Discretionary | $0 | -- |
| Total | $37,944,635 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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