Rushwald, Mark Steven

Overview

Mark Steven Rushwald operates a small, fee-based advisory practice focused on individuals and families. The business combines portfolio management for individual and small business clients with insurance brokerage services, which suggests a financial planning approach that blends investment management with insurance-based planning and risk transfer. Investment activity centers on public mutual funds for the core of client portfolios, while third‑party real estate strategies are used as an alternative sleeve for diversification and income. The firm runs a percentage-of-AUM fee model and manages portfolios on a discretionary basis. Given the scale and client base, the practice appears to favor externally managed pooled vehicles rather than building large direct equities books. Mark Steven Rushwald does not position the practice as an active ESG investor and does not operate as a multi-state registered adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices