Rulapaugh Stanley Eugene is a large advisory firm based in Scottsdale. It manages $50.9 million of regulatory assets for 85 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Arizona.
Rulapaugh Stanley Eugene provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Rulapaugh Stanley Eugene is $50.9 million. The firm's AUM has gone down by -19% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Rulapaugh Stanley Eugene for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Rulapaugh Stanley Eugene is owned by Stanley Rulapaugh. Rulapaugh Stanley Eugene joined the executive team most recently as the Chief Compliance Officer.
The principal office where Rulapaugh Stanley Eugene performs its advisory services is located at 16435 N Scottsdale Road, Scottsdale, AZ 85254, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-941-0820 or by fax 480-941-1284. The normal business hours are 8:30 - 5:00 on Monday - Friday.