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David Aaron Ruxin

Montcalm TCR LLC

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About David Aaron Ruxin

David Aaron Ruxin is an Investment Advisor Representative at Montcalm TCR LLC. David Ruxin has been in the industry for over 10 years, working at various organizations, including the University of Virginia, Sweet Ranger, LLC, The Fedcap Group, and Vibrant Emotional Health. David Ruxin is currently registered with the state of California and Texas. David Ruxin offers portfolio management for individuals and pooled investment vehicles. David Ruxin also offers services for the selection of other advisors.

Firm Information

David Ruxin is currently registered with Montcalm TCR LLC. Montcalm TCR LLC is an investment adviser based in San Francisco, California. The firm provides portfolio management services to individuals, pooled investment vehicles, and charitable organizations. They have approximately $199.4 million in regulatory assets under management, with a focus on high-net-worth individuals. Montcalm TCR LLC also offers selection of other advisers as a service.
Montcalm TCR LLC

16 FUNSTON AVE

SAN FRANCISCO, CA 94129

$199.43M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Ruxin’s Registration & Firm History

CA

06/15/2024 - Present

Montcalm TCR LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/14/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Aaron Ruxin.
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