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James Robert Rukstalis

ESG PLANNING·SANTA CLARA, California
Clean recordESG PLANNING
2005 DE LA CRUZ BLVD #120, SANTA CLARA, CA 95050CRD# 6736220Firm CRD# 309501

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Robert Rukstalis · SANTA CLARA, CA
Registration
CRD #6736220 · ESG PLANNING
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

James Robert Rukstalis is a registered financial advisor based in SANTA CLARA, California, affiliated with ESG PLANNING. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ESG PLANNING
ESG PLANNING
AUM
$101M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at ESG PLANNING →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6736220
Firm CRD# 309501
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Robert Rukstalis offer?
James Robert Rukstalis specializes in Financial Planning, Investment Management. Contact their office in SANTA CLARA, California for a consultation.
What are James Robert Rukstalis's credentials?
James Robert Rukstalis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Rukstalis located?
James Robert Rukstalis is based in SANTA CLARA, California, working with ESG PLANNING. Their office serves clients in the SANTA CLARA metropolitan area and surrounding communities.
How does James Robert Rukstalis charge for services?
James Robert Rukstalis's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ESG PLANNING?
ESG PLANNING has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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