Ruby Pebble Financial Planning LLC
Firm details
- Headquarters
- ,
- CRD number
- 322267
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC, MY529
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI64.17%
- Individuals35.83%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ruby Pebble Financial Planning LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, offering financial planning and discretionary portfolio management for individuals and small businesses. Additional advisory services include pension consulting and the selection of other advisers. Its fee arrangements are flexible and include percentage-of-AUM billing as well as hourly, fixed-fee, and other billing structures. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
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
Asset composition
- Public Funds/Mutual Funds86%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
Contacts
1 of 1
Jamie Clark
Founder & Financial PlannerCRD 7309542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations