Overview
Assets Under Management: $751 million
Headquarters: ALAMO, CA
High-Net-Worth Clients: 252
Average Client Assets: $3 million
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