Patuxent Financial Planning, LLC

Patuxent Financial Planning, LLC (CRD# 121805) is a financial advisory firm headquartered in , . They manage $54,606,460 in 91 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $600,071
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, TX

Financial Advisors at Patuxent Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Ruark, financial advisor Miami Shores FL
John W. Ruark
CRD#: 4568395
Miami Shores, FL

John Ruark (CRD# 4568395) is an Investment Advisor Representative working at Patuxent Financial Planning, LLC in Miami Shores, FL and has 1 year 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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