Applied Financial Wisdom

Applied Financial Wisdom (CRD# 164428) is a financial advisory firm headquartered in , . They manage $67,227,738 in 288 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
https://www.facebook.com/appliedfinancialwisdom/
By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    288
    ACCOUNTS
  • Average Account Value
    $233,430
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, KS, MD, PA, TX, VA, WV

Financial Advisors at Applied Financial Wisdom
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Ruspi, financial advisor Highland MD
Christopher M. Ruspi
CRD#: 1934561
Highland, MD

Christopher Ruspi (CRD# 1934561) is an Investment Advisor Representative working at Applied Financial Wisdom in Highland, MD and has over 35 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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