Budros & Ruhlin, Inc. (Columbus)

Name: Budros & Ruhlin, Inc.
Address: 1650 Lake Shore Dr Ste 150, Columbus, OH, 43204 4942
Telephone: 614-481-6900

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.

The firm manages $55.05 million in discretionary accounts and $422.26 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $430.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $249.12 thousand.

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. 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 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.

Budros & Ruhlin, Inc. (Columbus)

Budros & Ruhlin: assets under management

Fees & Commissions

Based in Columbus

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