← Back to searchVisit website
RUDNEY ASSOCIATES
RUDNEY ASSOCIATES, INC.
CRD 110235 · SEC 801-60080
1499 DANVILLE BLVD, SUITE 250, ALAMO, CA, 94507, United States
Phone
925-838-0696
Fax
925-838-9574
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$940.2M
Discretionary AUM
$938.8M
Team
2 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
—
Fees
Percentage of AUM; RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $112.4M |
| High net worth individuals | 250 | $787.4M |
| Pension/profit sharing plans | 15 | $16.6M |
| Charitable organizations | 5 | $12.5M |
States served
AZ, CA, ID, LA, NV, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD