Eric
Rudney
Rudney Associates
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About this Advisor
Eric Rudney is a financial advisor operating in Alamo, California who has 13 years of relevant experience. Rudney works at Rudney Associates. During their career, the advisor has held roles at Rudney Associates, Inc and Gillett Financial. Rudney has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can work in California and Texas. Rudney Associates is a company based in Alamo, CA. It handles $686 million in assets under management across its 933 client accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 933 client accounts, 79% are associated with high-net-worth investors who have more than $1 million in assets. The company performs a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors largely are based on the financial services provided. However, fees charged by Rudney Associates may include some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rudney Associates Brokerage Details
$685,604,159
2
933
$734,838
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 been registered as a financial advisor for 13 years.*
Rudney Associates, Inc
Gillett Financial
*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 Eric Rudney 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 Rudney Associates
Alamo, 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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