R
$940.2M Total AUM
$938.8M Disc. AUM
9.6% 3Y CAGR
2 Employees
482 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-08-2001
- Office Locations
- 1
Office Locations
1499 Danville Blvd, Suite 250 Alamo CA
About Rudney Associates
Rudney Associates is a Alamo-based RIA. The firm has been operating for 25 years. Managing $940.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$940.2M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
15.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
25yrs Firm Age
Insights
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
ERIC ALLAN RUDNEY
Owner, President
- CRD
- #1221291
- Ownership
- 75% or more
Available
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ASHLEY KATHLEEN KIRK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $938,791,366 | $1,935,652 |
| Non-Discretionary | $1,403,110 | $200,444 |
| Total | $940,194,476 | $1,910,964 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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