Rudney Associates

RIASEC Registered

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 operates as an independent registered investment adviser, structured as a corporation and owned by an individual. The firm is SEC-registered (initial registration 2001) and serves both individual/family clients and institutional clients. Compensation is primarily fee-based, using a percentage of assets under management plus other fee arrangements. Core advisory services include discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting services. Rudney Associates does not identify as an active ESG investor and is not set up as a multi-state or newly formed adviser; it also does not function as a capital allocator.