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Building 2RUDD ASSET MANAGEMENT

Map pinSARASOTA, FL
Phone941-706-3449
NotebookSEC #801-111723
Total AUM
$225.2M
Employees
5
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1950 RINGLING BLVD
SUITE 401
SARASOTA
FL 34236
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
941-706-3449

ReceiptFinancials

Total AUM
$225.2M
Accounts
673
Discretionary
$225.2M
Accounts
673
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
235
AUM
$88.5M
HNW Individual Clients
76
AUM
$128.9M
Charitable Organization Clients
2
AUM
$6.1M
Insurance Company Clients
1
AUM
$1.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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