Overview
Assets Under Management: $751 million
Headquarters: ALAMO, CA
High-Net-Worth Clients: 252
Average Client Assets: $3 million
Frequently Asked Questions
RUDNEY ASSOCIATES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110235), RUDNEY ASSOCIATES, INC. is subject to fiduciary duty under federal law.
RUDNEY ASSOCIATES, INC. is headquartered in ALAMO, CA.
RUDNEY ASSOCIATES, INC. serves 252 high-net-worth clients according to their SEC filing dated October 29, 2024. View client details ↓
According to their SEC Form ADV, RUDNEY ASSOCIATES, INC. offers portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RUDNEY ASSOCIATES, INC. manages $751 million in client assets according to their SEC filing dated October 29, 2024.
According to their SEC Form ADV, RUDNEY ASSOCIATES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 252
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.38
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,002
Discretionary Accounts: 1,002
Regulatory Filings
CRD Number: 110235
Last Filing Date: 2024-10-29 00:00:00
Website: https://rudneyassociates.com