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Rushwald, Mark Steven (Toms River)


Rushwald, Mark Steven is an adviser based in Toms River. It manages $31 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2008.

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Rushwald, Mark Steven provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rushwald, Mark Steven: assets under management

The assets under management (AUM) of Rushwald, Mark Steven is $31 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28.5 million in discretionary accounts and $2.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $413.04 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $277.78 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Rushwald, Mark Steven for their services and products based on a percentage of assets under management, hourly charges, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Toms River

The principal office where Rushwald, Mark Steven performs its advisory services is located at 700 Hooper Avenue, Toms River, NJ 08753, 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 732-505-4422 or by fax 732-240-4797. The normal business hours are 9:00am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.rushwald.com.


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