H. Anthony Ruckel
RIAState Registered
Total AUM
$18M
Discretionary
$18M
100% of AUM
Avg account
$1.6M
Accounts
11
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 171403
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
H. Anthony Ruckel is a sole-proprietorship independent RIA led by principal H. Anthony Ruckel and state-registered in Colorado. The practice serves individuals and family clients with a mix of portfolio management and financial planning for individuals and small businesses. Fees are charged as a percentage of assets under management and on an hourly basis. The adviser reports no active ESG investing focus and does not operate as a multi-state or newly formed adviser. It is not designated as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- Investment Grade Corp Bonds15%
- Non-Investment Grade Corp Bonds5%
- Cash & Cash Equivalents3%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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