Unclaimed Profile

James P Ruyle

MUNN WEALTH MANAGEMENT, LLC·MAUMEE, Ohio

Clean recordMUNN WEALTH MANAGEMENT, LLC

1700 WOODLANDS DRIVE, MAUMEE, OH 43537CRD# 5011531Firm CRD# 174414

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James P Ruyle · MAUMEE, OH

Registration

CRD #5011531 · MUNN WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James P Ruyle is a registered financial advisor based in MAUMEE, Ohio, affiliated with MUNN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MUNN WEALTH MANAGEMENT, LLC

AUM

$197M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MUNN WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5011531

Firm CRD# 174414

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James P Ruyle offer?

James P Ruyle specializes in Financial Planning, Investment Management. Contact their office in MAUMEE, Ohio for a consultation.

What are James P Ruyle's credentials?

James P Ruyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James P Ruyle located?

James P Ruyle is based in MAUMEE, Ohio, working with MUNN WEALTH MANAGEMENT, LLC. Their office serves clients in the MAUMEE metropolitan area and surrounding communities.

How does James P Ruyle charge for services?

James P Ruyle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MUNN WEALTH MANAGEMENT, LLC?

MUNN WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $197M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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