Eric
Rudney

Rudney Associates

CRD#1221291
Investment Advisor
in Alamo, CA

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About this Advisor

Eric Rudney is a financial advisor working out of Alamo, California, with a total of 25 years of professional experience. Rudney works at Rudney Associates. During their career, the advisor has held roles at Rudney Associates, Inc and Gillett Financial. Rudney holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. Rudney Associates is an advisory business headquartered in Alamo, California. It handles $531 million in assets across its 779 accounts, making it one of the larger investment advisory firms in the United States by assets under management. Of its 779 customer accounts, 65% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The firm provides a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees vary depending on which service is provided. Fee types billed by Rudney Associates most likely are comprised of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

25 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

Yes

Office Location

1499 Danville Blvd, Suite 250
Alamo, CA 94507

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Rudney Associates Brokerage Details

Total Assets Under Management

$530,472,627

CA Average: $7,578,581,321
Total Number of Employees

2

CA Average: 43
Total Number of Accounts

779

CA Average: 3,727
Average Account Size

$680,966

CA Average: $2,033,427

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Investment Advisory Services

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

Eric Rudney Work History

Eric has 25 years of experience.

2002 - Present (20 years)

Rudney Associates, Inc

1995 - Present (27 years)

Gillett Financial

Disclosures

Eric Rudney has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Rudney Associates

Eric Rudney
Alamo, CA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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