RUDNEY ASSOCIATES

RIASEC RegisteredEst. 2001

Total AUM

$940M

Discretionary

$939M

100% of AUM

Avg account

$1.9M

Accounts

492

Employees

Advisory reps

Firm details

Headquarters: ALAMO, California
CRD number: 110235
Registered since: March 8, 2001
Website: www.rudneyassociates.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI83.74%
Individuals11.95%
Pension & Profit Sharing Plans1.76%
Charitable Organizations1.33%
Corporations / Businesses1.21%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Rudney Associates is a privately owned corporate RIA that has been SEC-registered since 2001. The firm serves both individual & family clients and institutional accounts, billing clients primarily as a percentage of assets under management (with some other fee arrangements noted). Its registered advisory activities include portfolio management for individuals, small businesses, and institutions, and it lists pension consulting as an advisory service. Rudney Associates is not characterized as an active ESG investor and is not recorded as a multistate adviser. The firm does not present itself as a capital allocator in the available data.