$52.0M Total AUM
$52.0M Disc. AUM
-- 3Y CAGR
1 Employees
60 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-27-2004
- Office Locations
- 1
Office Locations
-- Wilmington NC
About Rushwald, Mark Steven
Mark Steven Rushwald is an independent, fee-based financial planner providing long-term investment management and comprehensive financial planning for individual and family clients. Portfolios are managed as long-term investments (not trading) with advisory fees based on a percentage of assets under management. The practice uses ETFs and mutual funds and custodies assets with firms such as Charles Schwab and TD Ameritrade.
Team overview
-- AVG AGE
$52.0M AVG AUM / ADVISOR
$866.9K AVG AUM / CLIENT
21.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
M
MARK STEVEN RUSHWALD
Chief Compliance Officer, Financial Planner, Owner
- CRD
- #407433
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,015,000 | $413,043 |
| Non-Discretionary | $0 | $277,778 |
| Total | $52,015,000 | $397,436 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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