Charlesworth & Rugg Inc.

Charlesworth & Rugg Inc. (CRD# 104839) is a financial advisory firm headquartered in Woodland Hills, CA. They manage $96,452,161 in 123 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    96
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $784,164
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Charlesworth & Rugg Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Cyrus M. Amini
CRD#: 5216207
20750 Ventura Blvd Ste 420, Woodland Hills, CA 91364
93
Wealthminder
score

Cyrus Amini (CRD# 5216207) is an Investment Advisor Representative working at Charlesworth & Rugg Inc. in Woodland Hills, CA and has over 9 years of experience in the finance industry.

2
David K. Yoshioka
CRD#: 4537826
20750 Ventura Blvd Ste 420, Woodland Hills, CA 91364
93
Wealthminder
score

David Yoshioka (CRD# 4537826) is an Investment Advisor Representative working at Charlesworth & Rugg Inc. in Woodland Hills, CA and has over 15 years of experience in the finance industry.

3
Jonathan C. Rugg
CRD#: 5892886
20750 Ventura Blvd Ste 420, Woodland Hills, CA 91364
90
Wealthminder
score

Jonathan Rugg (CRD# 5892886) is an Investment Advisor Representative working at Charlesworth & Rugg Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.

4
Donald D. Rugg
CRD#: 2740770
20750 Ventura Blvd Ste 420, Woodland Hills, CA 91364
87
Wealthminder
score

Donald Rugg (CRD# 2740770) is an Investment Advisor Representative working at Charlesworth & Rugg Inc. in Woodland Hills, CA and has 1 year of experience in the finance industry.

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