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Neil A. Rue, CFA Investment Advisor
Neil A Rue, CFA Investment Advisor is an SEC-registered investment adviser. The firm manages approximately $11 million in regulatory assets. It has 1...
Overview
Neil A Rue, CFA Investment Advisor is an SEC-registered investment adviser. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Principals
Neil A. Rue
Founder & Investment Advisor
Frequently asked questions
What is the firm's succession plan?
No public succession plan is documented. In owner-operated advisory practices, the principal often serves until retirement or sale of the practice, with client relationships transferring to an internal successor or an acquiring firm. The lack of a disclosed plan is a known governance consideration for practices dominated by a single individual.
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