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| Ruggiero Investments Inc
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|---|---|
| CRD # | 169180 |
| SEC # | 801-131800 |
| CIK # | 0002110677 |
| AUM | 137.6 M (2026-03-24) |
| Employees | 5 (80% Investors, 80% Brokers) |
| Phone | 800-777-4726 |
| Address | 500 S Austrailian Avenue West Palm Beach, FL 33401 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 11.2 | |
| Apple Inc | 7.1 | |
| Microsoft Corp | 4.8 | |
| J P Morgan Chase & Co | 3.4 | |
| Amazon Com Inc | 3.3 | |
| Wal Mart Stores Inc | 3.0 | |
| Alphabet Inc | 3.0 | |
| Tesla Motors Inc | 2.5 | |
| Costco Wholesale Corp /NEW | 2.5 | |
| Facebook Inc | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 366 | 53.0 |
| (b) Individuals (high net worth individuals) | 26 | 63.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 19.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 1.7 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 137.6 |
| By Discretionary | ||
| Discretionary | 767 | 137.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 767 | 137.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 137.6 | |
| Total | 767 | 137.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002110677] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
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Henderson Financial Group LLC
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AR | 136.2 M |