Ruby Financial

Ruby Financial (CRD# 142491) is a financial advisory firm headquartered in , . They manage $3,500,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $129,630
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
  • Selection of other advisers (including private fund managers)
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.

MI

Financial Advisors at Ruby Financial
Showing 1 - 1 of 1 top financial advisors.
1
David C. Matt
CRD#: 4907003
Washington, MI
83
Wealthminder
score

David Matt (CRD# 4907003) is an Investment Advisor Representative working at Ruby Financial in Washington, MI and has over 11 years of experience in the finance industry.

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