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RUGGAARD & ASSOCIATES

RUGGAARD & ASSOCIATES, LLC

CRD 107489 · SEC 801-43618

Visit website

110 W STREETSBORO ST., SUITE 1A, HUDSON, OH, 44236, United States

Phone

(330) 487-5888

Fax

(330) 487-5886

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$368.6M

Discretionary AUM

$349.8M

Team

10 total employees; 6 advisory reps

Clients

26-50

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)TAX SERVICES

Client types

TypeClientsAUM
Individuals209$285.9M
High net worth individuals105$68.8M

States served

AZ, CO, IL, LA, NE, NC, OH, SC, VA, MO, TX, FL

All web addresses on file

Official SEC filing: View on IAPD