Vwr Financial Advisory Services

Vwr Financial Advisory Services (CRD# 120235) is a financial advisory firm headquartered in , . They manage $20,200,000 in 175 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $115,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Market timing services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, OH, TX

Financial Advisors at Vwr Financial Advisory Services
Showing 1 - 2 of 2 top financial advisors.
1
Michelle M. Ruddy
CRD#: 3137605
Beavercreek, OH

Michelle Ruddy (CRD# 3137605) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 22 years of experience in the finance industry.

2
Vincent W. Ruddy
CRD#: 1003750
Beavercreek, OH

Vincent Ruddy (CRD# 1003750) is an Investment Advisor Representative working at Vwr Financial Advisory Services in Beavercreek, OH and has over 42 years of experience in the finance industry.

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