CHARLESWORTH & RUGG INC

WOODLAND HILLS, California·1 registered advisor·CRD# 104839
SEC# 801-15482818-340-0157
01

Firm Overview

AUM
$96M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at CHARLESWORTH & RUGG INC

1 registered advisor
Donald Dix Rugg
WOODLAND HILLS, California
05

Office Locations

WOODLAND HILLS, California
1 advisor

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Data sourced from SEC Form ADV filings. CHARLESWORTH & RUGG INC (CRD# 104839) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.