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Donald Dix Rugg

CHARLESWORTH & RUGG INC·WOODLAND HILLS, California
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20750 VENTURA BLVD STE 420, WOODLAND HILLS, CA 91364CRD# 2740770Firm CRD# 104839
01

About

Donald Dix Rugg is a registered financial advisor based in WOODLAND HILLS, California, affiliated with CHARLESWORTH & RUGG INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
CHARLESWORTH & RUGG INC
CHARLESWORTH & RUGG INC
AUM
$96M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CHARLESWORTH & RUGG INC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2740770
Firm CRD# 104839
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Dix Rugg offer?
Donald Dix Rugg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WOODLAND HILLS, California for a consultation.
What are Donald Dix Rugg's credentials?
Donald Dix Rugg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Dix Rugg located?
Donald Dix Rugg is based in WOODLAND HILLS, California, working with CHARLESWORTH & RUGG INC. Their office serves clients in the WOODLAND HILLS metropolitan area and surrounding communities.
How does Donald Dix Rugg charge for services?
Donald Dix Rugg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CHARLESWORTH & RUGG INC?
CHARLESWORTH & RUGG INC has approximately 8 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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