Bridget
Costello
Kayne Anderson Rudnick Investment Management, LLC
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About this Advisor
Bridget Costello is a financial advisor based out of Los Angeles, California, who has 8 years of industry experience. Costello is an employee of Kayne Anderson Rudnick Investment Management, LLC. During their career, the advisor has held roles at Adviser Investments LLC, Td Ameritrade, Onewest Bank, Kayne Anderson Rudnick Investment Management and Vp Distributors LLC. Costello has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Kayne Anderson Rudnick Investment Management, LLC is a business based in Los Angeles, CA. The investment advisory business has offices in 16 locations and a total of 114 financial advisors. It manages $34 billion in total assets across its 26,684 customer accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 36 charities and foundations. Of its 26,684 client accounts, 56% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Kayne Anderson Rudnick Investment Management, LLC has a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial management fee schedules usually depend on which service is provided. Fees billed by Kayne Anderson Rudnick Investment Management, LLC likely consist of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details
$33,531,267,174
114
26,684
$1,256,606
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Bridget Costello Work History
Bridget has been registered as a financial advisor for 8 years.*
Kayne Anderson Rudnick Investment Management
Vp Distributors LLC
Td Ameritrade
Onewest Bank
Adviser Investments LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bridget Costello to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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