RIA Intel›Advisers›New Jersey›RUSHWALD, MARK STEVEN

RUSHWALD, MARK STEVEN

Advisory

N·TOMS RIVER, NJ

Data as of Jan 23, 2012 · Source: SEC Form ADV

Total AUM

$31M

1-Year AUM Growth

-8.3%

3-Year CAGR

+6.7%

Employees

0

Assets Under Management

Total AUM$31M

Discretionary AUM$29M

Non-Discretionary AUM$3M

Discretionary %91.9%

Total Clients—

Team

Total Employees0

Investment Advisers0

Employee Growth (1Y)—

Filing History

Total Filings on Record5

First FilingFeb 14, 2008

Latest FilingJan 23, 2012

🔒 Full AUM trend chart and 5 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

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Get the full picture on RUSHWALD, MARK STEVEN

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.