Rushwald, Mark Steven is an adviser based in Toms River. It manages $31 million of regulatory assets for 78 client accounts. It has been registered with the SEC as an adviser since 2008.
Rushwald, Mark Steven provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rushwald, Mark Steven is $31 million. The firm's AUM has gone down by -6% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rushwald, Mark Steven for their services and products based on a percentage of assets under management, hourly charges, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Rushwald, Mark Steven performs its advisory services is located at 700 Hooper Avenue, Toms River, NJ 08753, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-505-4422 or by fax 732-240-4797. The normal business hours are 9:00am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.rushwald.com.