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).
Current Firm Details
By the Numbers
-
Total Assets Under Management96MILLION
-
Total Number of Accounts123ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, TX
Financial Advisors at Charlesworth & Rugg Inc.
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.