Investment adviser · CRD 125205
RUSHWALD, MARK STEVEN
Investment adviser filing (IA)
TOMS RIVER, NJ, United States · Form ADV filed Jan 23, 2012
- Regulatory AUM
- $31M Form ADV · Item 5.F
- Client accounts
- 78 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Jan 23, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Commissions
Principal office
700 HOOPER AVENUE, SUITE 201TOMS RIVER, NJ, 08753, United States
CRD 125205
Filing source
Form ADV 604458 · Jan 23, 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.