Investment adviser · CRD 104839

CHARLESWORTH & RUGG INC

Investment adviser filing (IA)

WOODLAND HILLS, CA, United States · Form ADV filed Mar 14, 2016

Regulatory AUM
$96.5M
Form ADV · Item 5.F
Client accounts
123
Accounts, not individual clients
Employees
8
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 14, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

20750 VENTURA BLVD STE 420
WOODLAND HILLS, CA, 91364, United States

CRD 104839

Filing source

Form ADV 991315 · Mar 14, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.