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RUSHWALD, MARK STEVEN
Mark Rushwald is an independent fee-based financial planner helping clients with long-term financial investments and personal financial planning.
RUSHWALD, MARK STEVEN
Mark Rushwald is an independent fee-based financial planner helping clients with long-term financial investments and personal financial planning. Advisory fees are based on a percent of assets under management, so fees rise and fall with the portfolio. The practice emphasizes long-term investing rather than trading and aims to provide objective advice on complex financial issues.
General information
Firm type
Other
Year founded
1976
Location
City
Toms River
Principals
Mark Steven Rushwald
Frequently asked questions
What is the investment strategy or asset allocation of this entity?
No investment strategy, asset-class preference, or sector concentration has been publicly disclosed. The absence of a firm website, LinkedIn page, or regulatory filing describing allocation policy leaves the strategy entirely undocumented.
Has RUSHWALD, MARK STEVEN disclosed any direct investments or portfolio holdings?
No direct investments, co-investments, fund commitments, or portfolio company holdings have been publicly attributed to this entity. There is no verifiable transaction record accessible through standard financial databases or public filings.
Does this entity maintain a professional team or advisory board?
No professional team, investment committee, advisory board, or operational staff has been identified. Public records list only the principal's name, with no associated professionals in investment, legal, or operational roles.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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