GOULD RUMA FINANCIAL ADVISORS
Firm details
- Headquarters
- TOLEDO, Ohio
- CRD number
- 119804
- Website
- www.gouldruma.com
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Gould Ruma Financial Advisors is organized as a limited liability company and appears to be an owner-operated advisory practice. The firm’s stated activity centers on financial planning rather than institutional consulting or asset management mandates. Its client charging model is fee-for-service, using hourly and fixed-fee arrangements rather than percentage-based ongoing AUM fees. The firm is not identified as an active ESG investor, nor as a multistate adviser, pension consultant, capital allocator, or related adviser.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2PETER RUMA
Financial AdvisorCRD 1692814
COLLEEN OBERHAUS
Financial AdvisorCRD 6071631
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TOLEDO, OH
LUCAS
Location
TOLEDO, OH
Headquartered in TOLEDO, OH, anchoring the Toledo-Findlay-Tiffin, OH metro in the Midwest.
- Metro area
- Toledo-Findlay-Tiffin, OH
- Region
- Midwest
- County
- LUCAS
- Address
- 3231 Central Park W
- Time zone
- ET (UTC-5)
- Office locations
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