Maureen
Ruggiero
Mendel Capital Management, LLC
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About this Advisor
Maureen Ruggiero is a financial advisor working in Little Rock, Arkansas who has 2 years of industry experience. Ruggiero currently works for Mendel Capital Management, LLC. During their career, Ruggiero has held roles at Mendel Capital Management, Inc, Self-Employed/Ar Small Business Solutions and Mendel Capital Management, LLC (Formerly Known As Gnmr, LLC). Ruggiero has Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in Arkansas and Texas. Mendel Capital Management, LLC is a firm operating out of Little Rock, AR. It handles $174 million in assets under management across its 368 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm advises one charitable organizations. Of its 368 customer accounts, 37% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and other services. Fees for financial management usually depend on which service is offered. Fee types billed by Mendel Capital Management, LLC likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mendel Capital Management, LLC Brokerage Details
$174,441,947
3
368
$474,027
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Other
Maureen Ruggiero Work History
Maureen has been registered as a financial advisor for 2 years.*
Mendel Capital Management, LLC (Formerly Known As Gnmr, LLC)
Mendel Capital Management, LLC (Formerly Known As Gnmr, LLC)
Mendel Capital Management, Inc
Self-Employed/Ar Small Business Solutions
Mendel Capital Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Maureen Ruggiero to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mendel Capital Management, LLC
Little Rock, AR
Little Rock, AR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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