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    Charlesworth & Rugg, Inc.

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    Description

    • Charlesworth & Rugg, Inc. is an investment advisory firm registered with the Securities and Exchange Commission. Since 1976, we have specialized in managing portfolios of no-load mutual funds and, more recently, ETFs for a variety of investors including corporations, partnerships, individual investors, trusts, foundations, retirement plans, retirement plan participants, 401K plans and other tax-exempt entities. We employ a conservative approach to investment management, emphasizing capital preservation and exceptional client service. Our goal is to provide the highest return and lowest risk consistent with the objectives selected by our clients.
    • location

      Headquarters:20750 Ventura Boulevard Suite 420, Woodland Hills, California, United States

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    • Charlesworth & Rugg, Inc. phone

      Phone Number: +1 818-340-0157

    • Charlesworth & Rugg, Inc. website

      Website: https://www.charlesworthrugg.com

    • Charlesworth & Rugg, Inc. employees

      Employees:6

    • Charlesworth & Rugg, Inc. revenue

      Revenue:$1 - 10M

    • Charlesworth & Rugg, Inc. legal name

      Legal Name:Charlesworth & Rugg, Inc.

    • Charlesworth & Rugg, Inc.'s Social Media

      Charlesworth & Rugg, Inc. linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Investment Officer for Charlesworth & Rugg, Inc.

    Cyrus Amini

    Chief Investment Officer

    Person level website visitor identification

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    View Employees

    Cyrus Amini

    Chief Investment Officer

    Lisa Sternberg

    Chief Operations Officer

    David Fitzgerald

    Director

    Shawn Hsieh

    Principal And Portfolio Manager

    Frequently Asked Questions regarding Charlesworth & Rugg, Inc.

    • Where are Charlesworth & Rugg, Inc.'s Headquarters?

      Charlesworth & Rugg, Inc.'s Headquarters are in 20750 Ventura Boulevard Suite 420,Woodland Hills,California,United States

    • What is Charlesworth & Rugg, Inc.'s phone number?

      Charlesworth & Rugg, Inc.'s phone number is +1 818-340-0157

    • What is Charlesworth & Rugg, Inc.'s official website?

      Charlesworth & Rugg, Inc.'s official website is https://www.charlesworthrugg.com

    • What is Charlesworth & Rugg, Inc.'s Revenue?

      Charlesworth & Rugg, Inc.'s revenue is $1 - 10M

    • What is Charlesworth & Rugg, Inc.'s NAICS code?

      Charlesworth & Rugg, Inc.'s NAICS code is 523930

    • How many employees are working in Charlesworth & Rugg, Inc.

      Charlesworth & Rugg, Inc. has 6 employees

    • What is Charlesworth & Rugg, Inc.'s Industry?

      Charlesworth & Rugg, Inc. is in the industry of Financial Services

    • Who is Charlesworth & Rugg, Inc.'s Chief Investment Officer?

      Charlesworth & Rugg, Inc.'s Chief Investment Officer is Cyrus Amini

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