Overview
Assets Under Management: $77 million
High-Net-Worth Clients: 30
Average Client Assets: $1.7 million
Frequently Asked Questions
RUNNYMEDE CAPITAL MANAGEMENT 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 #106719), RUNNYMEDE CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
RUNNYMEDE CAPITAL MANAGEMENT INC serves 30 high-net-worth clients according to their SEC filing dated December 14, 2023. View client details ↓
According to their SEC Form ADV, RUNNYMEDE CAPITAL MANAGEMENT INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
RUNNYMEDE CAPITAL MANAGEMENT INC manages $77 million in client assets according to their SEC filing dated December 14, 2023.
According to their SEC Form ADV, RUNNYMEDE CAPITAL MANAGEMENT INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.68%
Average Client Assets: $1.7 million
Total Client Accounts: 140
Discretionary Accounts: 140
Regulatory Filings
CRD Number: 106719
Filing ID: 1805954
Last Filing Date: 2023-12-14 14:54:00