Investment adviser · CRD 107474
RITTER WEALTH COUNSEL
Investment adviser filing (IA)
RITTER BRUCE CHARLES
SAN RAFAEL, CA, United States · Form ADV filed Jun 15, 2012
- Regulatory AUM
- $68.4M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Advisory professionals
- 0 Investment advisory functions
Not available in this filing: Employees.
Private funds & service providers
0 Private fundsThe 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: Jun 15, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
25 MITCHELL BLVD, STE 1SAN RAFAEL, CA, 94903-2013, United States
CRD 107474
Filing source
Form ADV 653367 · Jun 15, 2012 · 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.