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RUSHMORE INVESTMENT ADVISORS INC
RUSHMORE INVESTMENT ADVISORS INC
PLANO, Texas
·
3 registered advisors
·
CRD# 110292
SEC# 801-52530
972-599-9550
01
Firm Overview
AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Other: CONSULTING FEES
03
Specialties
Investment Management
Wealth Management
04
Advisors at RUSHMORE INVESTMENT ADVISORS INC
3 registered advisors
Jonathan P Shiffer
PLANO, Texas
CRD# 3208090
Stephen Kent Mergler
PLANO, Texas
CRD# 2873285
Wenjun Yang
PLANO, Texas
CRD# 4895817
05
Office Locations
PLANO, Texas
3 advisors
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Data sourced from SEC Form ADV filings. RUSHMORE INVESTMENT ADVISORS INC (CRD# 110292) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.