Budros & Ruhlin, Inc. (Columbus)
Budros & Ruhlin, Inc. is a large advisory firm based in Columbus. It manages $477.31 million of regulatory assets for 1,823 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.
Budros & Ruhlin provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
Budros & Ruhlin: assets under management
The assets under management (AUM) of Budros & Ruhlin, Inc. is $477.31 million. The firm's AUM has grown by 4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Budros & Ruhlin, Inc. for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Based in Columbus
The principal office where Budros & Ruhlin, Inc. performs its advisory services is located at 1650 Lake Shore Dr Ste 150, Columbus, OH 43204 4942, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 614-481-6900 or by fax 614-481-6919. The normal business hours are 8-5 m-th, 8-1:30 f on Monday - Friday. You can find more information about the New York firm at www.budrosandruhlin.com.
Registered investment advisers similar to Budros & Ruhlin, Inc.
- Roof Advisory Group
- Kcl Capital
- Saiers Capital
- Monticello Wealth Management
- Round Table Investment Management Company
- Rollins Financial
- The Tokarz Group Advisers
- Westlb Mellon Asset Management (Usa)
- Jackson Financial Management
- S3 Partners
- Private Portfolio Partners
- Strid Group
- Socius Family Office
- Brasada Capital Management
- Metropolis Capital Limited