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.
View Top Employees from Charlesworth & Rugg, Inc.Website | http://www.charlesworthrugg.com |
Revenue | $2 million |
Employees | 12 (12 on RocketReach) |
Founded | 1976 |
Address | 20750 Ventura Blvd., Ste. 420, Woodland Hills, California 91364, US |
Phone | (818) 340-0157 |
Fax | (818) 702-8851 |
Industry | Finance General, Finance |
SIC | SIC Code 6211 Companies, SIC Code 621 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52391 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 523910 Companies |
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The Charlesworth & Rugg, Inc. annual revenue was $2 million in 2024.
Richard Barnett is the Chief Investment Officer of Charlesworth & Rugg, Inc..
12 people are employed at Charlesworth & Rugg, Inc..
Charlesworth & Rugg, Inc. is based in Woodland Hills, California.
The NAICS codes for Charlesworth & Rugg, Inc. are [52391, 5239, 52, 523, 523910].
The SIC codes for Charlesworth & Rugg, Inc. are [6211, 621, 62].