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Lance Clark Ruud

DW MANAGEMENT SERVICES, L.L.C.·PARK CITY, Utah
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1413 CENTER DRIVE, PARK CITY, UT 84098-7401CRD# 5340483Firm CRD# 160555
01

About

Lance Clark Ruud is a registered financial advisor based in PARK CITY, Utah, affiliated with DW MANAGEMENT SERVICES, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
DW MANAGEMENT SERVICES, L.L.C.
DW HEALTHCARE PARTNERS
AUM
$1.5B
Regulatory assets under management
Employees
38
Total firm employees
View all advisors at DW MANAGEMENT SERVICES, L.L.C. →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 5340483
Firm CRD# 160555
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lance Clark Ruud offer?
Lance Clark Ruud specializes in Retirement Planning. Contact their office in PARK CITY, Utah for a consultation.
What are Lance Clark Ruud's credentials?
Lance Clark Ruud is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lance Clark Ruud located?
Lance Clark Ruud is based in PARK CITY, Utah, working with DW MANAGEMENT SERVICES, L.L.C.. Their office serves clients in the PARK CITY metropolitan area and surrounding communities.
How does Lance Clark Ruud charge for services?
Lance Clark Ruud's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DW MANAGEMENT SERVICES, L.L.C.?
DW MANAGEMENT SERVICES, L.L.C. has approximately 38 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)DRAPER (54)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuideDRAPER GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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