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RUDNEY ASSOCIATES
ALAMO, CA
925-838-0696
SEC #801-60080Total AUM
$940.2M
Employees
2Clients
471Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1499 DANVILLE BLVD, SUITE 250
ALAMO
CA 94507
United States
ALAMO
CA 94507
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
925-838-0696
Financials
Total AUM
$940.2M
Accounts
492Discretionary
$938.8M
Accounts
485Non-Discretionary
$1.4M
Accounts
7
Clients
Individual Clients
200AUM
$112.4M
HNW Individual Clients
250AUM
$787.4M
Pension/Profit Sharing Plan Clients
15AUM
$16.6M
Charitable Organization Clients
5AUM
$12.5M
Corporation or Business Clients
1AUM
$11.4M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AZCAIDLANVNYORTXWA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.