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Rufus Grady Rankin

AMPERSAND INVESTMENT MANAGEMENT, LLC·BRISTOL, Pennsylvania
Clean 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
Disclosure history
Clean record · no disclosure events on file
01

About

Rufus Grady Rankin is a registered financial advisor based in BRISTOL, Pennsylvania, affiliated with AMPERSAND INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
Introduction

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03

Firm Overview

Firm
AMPERSAND INVESTMENT MANAGEMENT, LLC
AMPERSAND INVESTMENT MANAGEMENT
AUM
$22M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at AMPERSAND INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4896549
Firm CRD# 305357
View on FINRA BrokerCheck →

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05

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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Mallika Cheruvu
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Randolph Scott Victor
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Peter Mark Campana
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Research
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