Mark Ruggles is a registered investment advisor at Cws Capital Partners LLC, based in Newport Beach, CA, with 30 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 30 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWS Capital Partners does not charge individual investors any direct investment fees. They earn indirect fees through affiliated companies that manage the real estate funds. These affiliates may receive reimbursement for expenses, asset management fees, accounting fees, disposition fees, mortgage brokerage fees, and development, construction, and administration fees.
Location
14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark is an employee of CWS Apartment Homes, a property management firm, and devotes the majority of his time to CWS Investments compliance. This activity might be deemed investment-related.
Employment History
Current Registrations
Cws Capital Partners LLC
Cws Investments
Cws Investments
Cws InvestmentsBroker
Previous Registrations
Graham & CO. Advisory, INC.
B.B. Graham & Company, INC.
B.B. Graham & Company, INC.Broker
Shopoff Securities, INC.Broker
Ifmg Securities, INC.Broker
Dfc Investor ServicesBroker
Wm Financial Services, INC.Broker
E-W Investments, INC.Broker
H.J. Meyers & CO., INC.Broker
Investors Associates, INC.Broker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.