Ruda Financial

Overview

Ruda Financial is a small, individual-owned LLC that provides financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars. The firm charges a mix of percentage-of-AUM fees as well as hourly and fixed fees, and reports managing client portfolios on a discretionary basis. Its investment approach is centered on pooled public vehicles rather than direct security selection; the bulk of assets are placed in mutual funds and other public funds. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and does not position itself as a pension or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices