|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Rudney Associates Inc
✚
|
|
|---|---|
| CRD # | 110235 |
| SEC # | 801-60080 |
| CIK # | |
| AUM | $868.7 M (2025-04-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-838-0696 |
| Address | 1499 Danville Blvd, Suite 250 Alamo, CA 94507 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 206 | 90.5 |
| (b) Individuals (high net worth individuals) | 252 | 715.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 42.6 |
| (h) Charitable organizations | 4 | 9.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 488 | 868.7 |
| By Discretionary | ||
| Discretionary | 481 | 867.2 |
| Non-Discretionary | 7 | 1.5 |
| Total | 488 | 868.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 868.7 | |
| Total | 488 | 868.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The NorthStar Group Inc
✚
|
NY | 0.9 |
|
49 Wealth Management LLC
✚
|
TX | 0.9 |
|
Corvus Wealth Advisors LLC
✚
|
CA | 0.9 |
|
Sprinkle Financial Consultants LLC
✚
|
CO | 0.9 |
|
Lighthouse Financial Advisors Inc
✚
|
NJ | 0.9 |
|
Lathrop Investment Management Corp
✚
|
AR | 0.9 |
|
Margolis Brady Raghavan Financial Inc
✚
|
TX | 0.9 |
|
Clear Brook Advisors Inc
✚
|
MA | 0.9 |
|
Oakhurst Capital Advisors LLC
✚
|
DC | 0.9 |
|
Riverview Research LLC
✚
|
OH | 0.9 |