|
⚲
|
| Rudney Associates Inc
✚
| |
|---|---|
| CRD # | 110235 |
| SEC # | 801-60080 |
| CIK # | |
| AUM | $751.1 MM (2024-03-02) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 925-838-0696 |
| Address | 1499 Danville Blvd, Suite 250 Alamo, CA 94507 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 163 | 70.5 |
| (b) Individuals (high net worth individuals) | 244 | 529.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 15 | 36.0 |
| (h) Charitable organizations | 4 | 101.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 13.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,002 | 751.1 |
| By Discretionary | ||
| Discretionary | 1,002 | 751.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,002 | 751.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.1 | |
| Total | 1,002 | 751.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Arkansas Financial Group Inc
✚
|
AR | 0.8 |
|
Kerberrose Wealth Management LLC
✚
|
WI | 0.8 |
|
King Wealth Management Group LLC
✚
|
FL | 0.8 |
|
Riverfront Investment Group LLC
✚
|
VA | 0.8 |
|
Archer Investment Corporation
✚
|
IN | 0.7 |
|
Kohmann Bosshard Financial Services LLC
✚
|
OH | 0.7 |
|
Edge Wealth Management LLC
✚
|
NY | 0.7 |
|
BOS Asset Management LLC
✚
|
IL | 0.7 |
|
Hudock Inc
✚
|
PA | 0.7 |
|
Addison Capital LLC
✚
|
PA | 0.7 |