Ruff Choices
Firm details
- Headquarters
- ,
- CRD number
- 128987
- Website
- ruffchoices.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.8%
- Individuals29.51%
- Charitable Organizations0.69%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Ruff Choices operates as a limited liability company focused on providing personalized investment management services to individuals and families. The firm emphasizes portfolio management for both individuals and small businesses, as well as for larger institutions. With a commitment to active ESG investing, Ruff Choices aligns its investment strategies with sustainable and socially responsible practices. The firm employs a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees, allowing for flexibility in client engagement.
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
- Cash & Cash Equivalents51%
- Exchange Traded Equities42%
- Public Funds/Mutual Funds7%
Contacts
1 of 1Stuart Ruff
PrincipalCRD 4719356
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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