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William Murray Ruffell (Ponte Vedra Beach)


William Murray Ruffell is an adviser based in Ponte Vedra Beach. It manages $5 million of regulatory assets for 12 client accounts. It has been registered with the SEC as an adviser since 2005.

William Murray Ruffell provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

William Murray Ruffell: assets under management

The assets under management (AUM) of William Murray Ruffell is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $416.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay William Murray Ruffell for their services and products based on a percentage of assets under management. 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.

Based in Ponte Vedra Beach

The principal office where William Murray Ruffell performs its advisory services is located at 76 Village Walk Lane, Ponte Vedra Beach, FL 32082, 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 904-273-7069 or by fax 904-273-7069. The normal business hours are 8 a.m.-5 p.m. on Monday - Friday.


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