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Rufus Grady Rankin

AMPERSAND INVESTMENT MANAGEMENT, LLC·BRISTOL, Pennsylvania
Series 7, Series 7TO, Series 31, Series 66Clean recordAMPERSAND INVESTMENT MANAGEMENT, LLC
10 CANAL STREET, BRISTOL, PA 19007CRD# 4896549Firm CRD# 305357

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rufus Grady Rankin · BRISTOL, PA
Registration
CRD #4896549 · AMPERSAND INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 7
Series 7TO
Series 31
Series 66
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
AMPERSAND INVESTMENT MANAGEMENT, LLC
CRD 305357 · SEC 801-117309
AUM
$22M
Regulatory assets under management
Employees
5
2 client accounts
Services offered by AMPERSAND INVESTMENT MANAGEMENT, LLC
Per Form ADV
Portfolio management (pooled investments)
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Rufus Grady Rankin offer?
Rufus Grady Rankin specializes in Investment Management, Fee-Only Advisory. Contact their office in BRISTOL, Pennsylvania for a consultation.
What are Rufus Grady Rankin's credentials?
Rufus Grady Rankin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rufus Grady Rankin located?
Rufus Grady Rankin is based in BRISTOL, Pennsylvania, working with AMPERSAND INVESTMENT MANAGEMENT, LLC. Their office serves clients in the BRISTOL metropolitan area and surrounding communities.
How does Rufus Grady Rankin charge for services?
Rufus Grady Rankin'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 AMPERSAND INVESTMENT MANAGEMENT, LLC?
AMPERSAND INVESTMENT MANAGEMENT, LLC has approximately 5 employees and manages $22M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC

Ajay Raghunath Dravid
BRISTOL, PA
Randolph Scott Victor
BRISTOL, PA

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