Dakota
Dakota
Book a Demo
Talk to an Expert

Ruda Financial LLC

EST. AUM
$18,792,292

CONTACTS
1

CLIENT ACCOUNTS
8

Firm Details

Metro area Washington, DC
CRD Number 336179
Website rudafinancial.com
Client types

Overview

Ruda Financial LLC is a Maryland-based, fee-only investment advisory firm founded and registered in 2025. Led by principal owner and Chief Compliance Officer Alexander Ruda, the firm provides personalized investment management and comprehensive financial planning services. Ruda Financial works closely with clients to develop customized investment strategies and holistic financial plans based on individual goals, risk tolerance, and tax considerations. The firm specializes in areas such as retirement and estate planning, business consulting, tax strategies, education funding, and insurance analysis. Ruda Financial operates independently, without receiving compensation from third-party professionals it may recommend, ensuring fully client-aligned advice.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy