RUDNEY ASSOCIATES - Financial Advisor in California, Alamo

Tel: 925-838-0696 1499 Danville Blvd, Suite 250 Alamo, California 94507

About RUDNEY ASSOCIATES

RUDNEY ASSOCIATES is a Alamo, California based financial advisory firm with nearly $751,141,322 in assets under management and provides investment advisory services for 1002 clients. There are currently 2 financial advisors at the firm.

General Information

Firm CRD#:

110235

Firm SEC#:

801-60080

Assets Under Management:

$751,141,322

No. of Clients:

1002

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Fee Structure:

A percentage of AUM, Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Alamo

FirmCRD#:308425

SEC#:801-120367

No. of Advisors:8

No. of Clients:4

AUM:$1,183,313,132

FirmCRD#:110931

SEC#:801-12851

No. of Advisors:4

No. of Clients:440

AUM:$238,586,170

FirmCRD#:280028

SEC#:801-128284

No. of Advisors:6

No. of Clients:215

AUM:$136,450,000

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PHILOSOPHY CAPITAL MANAGEMENT LLC

308425

801-120367

$1,183,313,132

PRING TURNER

110931

801-12851

440

$238,586,170

ADVANTAGE WEALTH ADVISORS

280028

801-128284

215

$136,450,000

Explore More Financial Advisor Firms in Alamo, California >>