Bruce Ritter, financial advisor San Rafael CA

Bruce Ritter

CRD Number: 1706528
Current Firm: Ritter Wealth Counsel

Bruce Ritter (CRD# 1706528) is an Investment Advisor Representative working at Ritter Wealth Counsel in San Rafael, CA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Bruce C Ritter Dba Ritter Wealth Counsel San Rafael, CA Jan 1990 - Current 34
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 1996
Contact Info for Bruce C. Ritter
Phone Number: 415-479-3525
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    66
    MILLIONS
  • Total Number of Accounts
    19
    ACCOUNTS
  • Average Account Value
    $3,478,579
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA, TX

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