$19.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
18 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2008
- Office Locations
- 1
Office Locations
-- Menlo Park CA
About Rugh Financial
Rugh Financial is a Menlo Park, CA fee-only fiduciary RIA providing financial planning and investment management, including retirement, risk, tax, and estate planning. The practice serves individuals such as retirees and business owners and builds portfolios largely using ETFs and other public equities. Founder Nicholas A. Rugh leads the firm and does not accept third-party compensation.
Team overview
56 AVG AGE
$19.7M AVG AUM / ADVISOR
$856.5K AVG AUM / CLIENT
18.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
NICHOLAS A RUGH
Financial Planner, President
- CRD
- #5262237
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,700,000 | -- |
| Total | $19,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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