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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-28-2002
- Office Locations
- 1
Office Locations
About Runnymede Capital Management INC
Runnymede Capital Management is a fee-only fiduciary advisor (since 1993) providing personalized financial planning and discretionary investment management for families and business owners, including 401(k) retirement plan setup. The firm builds a financial roadmap first, then implements well-researched, long-term strategies focused on growth and asset protection, with straightforward, transparent fees. Client assets are held at SIPC-member custodians such as Fidelity.
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Owner & Executives
ANDREW KUANG HUNG WANG
Chief Compliance Officer, Managing Partner, Partner
- CRD
- #5177989
- Ownership
- 50% but less than 75%
CHRISTOPHER KUANG-HUA WANG
Director, Managing Partner
- CRD
- #5234477
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,353,293 | $549,431 |
| Non-Discretionary | $0 | -- |
| Total | $94,353,293 | $549,431 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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