Budros, Ruhlin & Roe

Trust Score 95%
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Last updated: August 21st, 2019. Data source: SEC filings.


Budros, Ruhlin & Roe, federally registered in 1988, is a Registered Investment Advisor (RIA) in 18 state(s) with a licensed staff of 25 advisors. Budros, Ruhlin & Roe manages $2.3 billion and provides investment advisory services for 729 clients (1:30 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $3,150,126
Hybrid Advisor No
Disciplinary History No
Total AUM $2.3 billion
Advisor / Client Ratio 1:30
Headquarters Columbus, OH
SEC Filings Forms and Brochures    (CRD # 106536)
State(s) Registered AZ, CA, CO, FL, GA, IL, KY, MA, MI, NY, NC, OH, PA, SC, TN, TX, VA, WV

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