Michelle
Ruch

Crossmark Global Investments, Inc

CRD#4529111
Investment Advisor
in Houston, TX

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About this Advisor

Michelle Ruch is a financial advisor based in Houston, Texas, working with Crossmark Global Investments, Inc. Michelle has previously held positions at Salient Partners, L.P, Salient Capital Advisors, LLC, Salient Advisors, L.P, Integrity Capital, LLC, Endowment Advisers, L.P, Salient Private Client, LLC, Crossmark Global Investments, Inc, and Homemaker. Michelle has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michelle is part of Crossmark Global Investments, Inc, which operates out of Houston, Texas. The firm has 1 office and 45 employees. The firm manages assets totaling $5.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Crossmark Global Investments, Inc includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

15375 Memorial Drive Suite 200
Houston, TX 77079

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Crossmark Global Investments, Inc Brokerage Details

Total Assets Under Management

$5,807,109,087

TX Average: $3,042,739,679
Total Number of Employees

45

TX Average: 49
Total Number of Accounts

5,613

TX Average: 2,315
Average Account Size

$1,034,582

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Michelle Ruch Work History

2023 - Present (1 year)

Crossmark Global Investments, Inc

2022 - 2023 (1 year)

Homemaker

2017 - 2018 (1 year)

Salient Private Client, LLC

2011 - 2022 (11 years)

Salient Partners, L.P

2011 - 2022 (11 years)

Salient Capital Advisors, LLC

2011 - 2022 (11 years)

Salient Advisors, L.P

2011 - 2015 (4 years)

Integrity Capital, LLC

2011 - 2021 (10 years)

Endowment Advisers, L.P

Disclosures

Please visit the SEC profile of Michelle Ruch 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 Crossmark Global Investments, Inc

Seth Gasick
Franklin, TN
Stephen Mambuca
Encino, CA
Robert Thompson
Houston, TX
Kendahl Ross
Houston, TX
Zachariah Abercia
Houston, TX
Mary Meadows
Houston, TX
Patricia Mims
Houston, TX
Michelle Ruch
Houston, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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