# RUSHWALD, MARK STEVEN

RUSHWALD, MARK STEVEN is an Other based in Toms River.

## Overview

- **Organization type:** Other
- **Headquarters:** Toms River
- **Founded:** 1976
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 125205
- **SEC file number:** 801-68883
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125205

## About

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.

## People

- Mark Steven Rushwald

## 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.

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Last updated: 2026-08-11T15:07:57.118Z

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