RUTABAGA CAPITAL MANAGEMENT LLC is a leading financial advisory firm that specializes in providing personalized and comprehensive financial planning services to individuals, businesses, and institutions. With a team of experienced and knowledgeable advisors, RUTABAGA CAPITAL MANAGEMENT LLC is dedicated to helping clients achieve their financial goals and maximize their wealth.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Has a team of experienced and knowledgeable advisors
- Dedicated to helping clients achieve their financial goals and maximize their wealth
Facts and Insights:
RUTABAGA CAPITAL MANAGEMENT LLC has been in business for over 10 years and has established a strong reputation for providing top-notch financial advice and services. The firm is based in New York City but serves clients nationwide through its virtual platform.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 10 years |
Financial Services Offered:
RUTABAGA CAPITAL MANAGEMENT LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
Client Types:
The firm caters to a diverse range of clients, including:
- Individuals
- Small businesses
- Corporations
- Non-profit organizations
Fees & Compensation:
At RUTABAGA CAPITAL MANAGEMENT LLC, the fees and compensation structure is transparent and based on a percentage of assets under management. The firm does not charge commissions or sell any financial products, ensuring unbiased and objective advice for clients.
Background:
The founders of RUTABAGA CAPITAL MANAGEMENT LLC have over 20 years of combined experience in the financial industry. They are dedicated to providing exceptional service and building long-term relationships with clients based on trust and integrity.
Financial Advisor Disclosures to Know:
As a registered investment advisor, RUTABAGA CAPITAL MANAGEMENT LLC is required to disclose any potential conflicts of interest to its clients. Clients can access this information through the firm’s Form ADV, which is available on the SEC’s website.