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James Robert Ruffing

GURUN INVESTMENT ADVISORS, INC.·DALLAS, Texas
Unclaimed Profile
4925 GREENVILLE AVENUE, DALLAS, TX 75206-4021CRD# 407006Firm CRD# 37503
01

About

James Robert Ruffing is a registered financial advisor based in DALLAS, Texas, affiliated with GURUN INVESTMENT ADVISORS, INC.. 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
03

Firm Overview

Firm
WHITEROCK WEALTH MANAGEMENT CO.
WHITEROCK WEALTH MANAGEMENT CO.
AUM
$255M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WHITEROCK WEALTH MANAGEMENT CO. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 407006
Firm CRD# 37503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Robert Ruffing offer?
James Robert Ruffing specializes in Financial Planning, Investment Management. Contact their office in DALLAS, Texas for a consultation.
What are James Robert Ruffing's credentials?
James Robert Ruffing is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Robert Ruffing located?
James Robert Ruffing is based in DALLAS, Texas, working with GURUN INVESTMENT ADVISORS, INC.. Their office serves clients in the DALLAS metropolitan area and surrounding communities.
How does James Robert Ruffing charge for services?
James Robert Ruffing's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GURUN INVESTMENT ADVISORS, INC.?
GURUN INVESTMENT ADVISORS, INC. has approximately 6 employees and manages $255M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GURUN INVESTMENT ADVISORS, INC.

Joseph Jerome Jr Lastelick
DALLAS, TX
David Peter Gurun
DALLAS, TX
Charles Henry Mr. Martin
DALLAS, TX
John Joseph Gurun
DALLAS, TX

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