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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on May 9, 2019
    • $17.9M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 77
      Accounts
    • $232.4K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

7

name start date
Audrey M Ralicki
June 2017
Louis Mitchell Shinaman
July 2017
Robert Liddell Clark
August 2017
Thomas Huey Ruggie
August 2014
Jorge A. Romero, CFP®
August 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Asset Advisors of America, LLC IAR $0
    Ruggie Wealth Management IAR $219,733,623

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Thomas Huey Ruggie Managing Member/Chief Compliance Officer May, 2014 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets