Charlesworth & Rugg

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

15260 Ventura Blvd Ste 855, Sherman Oaks...

Phone Number

(818) 340-0157

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Charlesworth & Rugg

Charlesworth & Rugg, Inc. was founded by Dr. Donald D. Rugg in 1979. The mission of the firm is to provide investment management services to individuals and institutional investors with investment objectives ranging from aggressive growth to income. From its inception, the firm has specialized in creating portfolios of no-load mutual funds and, more recently, ETFs designed to achieve the investment objective of each client. We have always strived to achieve both a high level of risk-adjusted performance and outstanding client service. Prior to founding Charlesworth & Rugg, Inc., a predecessor partnership with the name Charlesworth & Rugg was created in 1976 by Dr. Donald Rugg and Mr. Don Charlesworth. The partnership provided essentially the same services as the corporation and the overall approach to investing currently employed by Charlesworth & Rugg, Inc. has changed very little over time. No one at Charlesworth & Rugg, Inc. receives any brokerage commissions or other compensation bRead more
Charlesworth & Rugg's Social MediaPopular SearchesCharlesworth & Rugg IncHighline Wealth PartnersHighlineCharlesworthandruggHigh LLCSIC Code 62,628NAICS Code 52,523Show more

Charlesworth & Rugg Org Chart

PhoneEmail
JR
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President

PhoneEmail
LS
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Chief Operating Officer

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Charlesworth & Rugg

<$5M
11-50
Private
-
1979
$5.7M
11-50
Private
<$5M
1994
$5.3M
11-50
Private
<$5M
2001
BG
Brian GaffneyChief Operating Officer & Partner
$5.2M
11-50
Private
-
1988
NF
Norman FinePresident & CEO
$5.2M
11-50
Private
-
1983
AA
Amy AhnProgram Manager
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

High Activity

Activity Insights

Charlesworth & Rugg is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Charlesworth & Rugg is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Charlesworth & Rugg.

Charlesworth & Rugg Tech Stack

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Frequently Asked Questions Regarding Charlesworth & Rugg

What is Charlesworth & Rugg's official website?
Charlesworth & Rugg's official website is www.highlinewp.com
What is Charlesworth & Rugg's Revenue?
Charlesworth & Rugg's revenue is <$5 Million
What is Charlesworth & Rugg's SIC code?
Charlesworth & Rugg's SIC: 62,628
What is Charlesworth & Rugg's NAICS code?
Charlesworth & Rugg's NAICS: 52,523
How many employees does Charlesworth & Rugg have?
Charlesworth & Rugg has 11-50 employees
What industry does Charlesworth & Rugg belong to?
Charlesworth & Rugg is in the industry of: Finance, Securities Trading
What is Charlesworth & Rugg competition?
Charlesworth & Rugg top competitors include: ETP Forum, Stonehaven, Financial Partners Capital Management, GlobeFlex Capital
What technology does Charlesworth & Rugg use?
Some of the popular technologies that Charlesworth & Rugg uses are: Google Cloud DNS, Google Cloud Platform, Google Tag Manager, Amazon Web Hosting
How do I contact Charlesworth & Rugg?
Charlesworth & Rugg contact info: Phone number: (818) 340-0157 Website: www.highlinewp.com
What does Charlesworth & Rugg do?

Charlesworth & Rugg, Inc. was founded by Dr. Donald D. Rugg in 1979. The mission of the firm is to provide investment management services to individuals and institutional investors with investment objectives ranging from aggressive growth to income. From its inception, the firm has specialized in creating portfolios of no-load mutual funds and, mor... e recently, ETFs designed to achieve the investment objective of each client. We have always strived to achieve both a high level of risk-adjusted performance and outstanding client service. Prior to founding Charlesworth & Rugg, Inc., a predecessor partnership with the name Charlesworth & Rugg was created in 1976 by Dr. Donald Rugg and Mr. Don Charlesworth. The partnership provided essentially the same services as the corporation and the overall approach to investing currently employed by Charlesworth & Rugg, Inc. has changed very little over time. No one at Charlesworth & Rugg, Inc. receives any brokerage commissions or other compensation by selling stocks, mutual funds, ETFs, annuities, insurance products, tax shelters or any other type of investment product. Our business is to provide investment supervisory services and our sole compensation comes from investment management and investment consulting fees. We have, therefore, eliminated many of the classic "conflicts of interest" that have so often characterized the investments industry. As a result, our firm has grown over time by increasing the market value of client portfolios or by acquiring new clients. New clients often hear about us by word of mouth from satisfied clients, friends or third party professionals. Charlesworth & Rugg, Inc. provides advice on a discretionary basis where we have a limited power of attorney to purchase and sell no-load mutual funds, load-waived mutual funds and / or ETFs on behalf of our clients. All securities are always held in the name of our client by an independent third party broker, such as Charles Schwab Institutional or T.D. Ameritrade Institutional, or by an independent ...Read More

What are Charlesworth & Rugg social media links?
Charlesworth & Rugg Linkedin page Charlesworth & Rugg Twitter page Charlesworth & Rugg Facebook page
Is Charlesworth & Rugg a public company?
Charlesworth & Rugg is private company therefore does not currently have an official ticker symbol
See more information about Charlesworth & Rugg

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