Eric
Rudney
Rudney Associates
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About this Advisor
Eric Rudney is a financial advisor operating in Alamo, California, who has been in the financial industry for 27 years. Rudney is an employee of Rudney Associates. Their career trajectory has included roles at Rudney Associates, Inc and Gillett Financial. Rudney maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Rudney Associates is a financial advisory business that has its headquarters in Alamo, California. It administers $687 million in assets under management across its 902 accounts, making it one of the bigger firms in the United States by assets under management. Of its 902 accounts, 79% belong to high-net-worth investors who have more than $1 million in assets available to invest. The company performs a few services, including portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fee schedules depend on which service is provided. However, fee types charged by Rudney Associates most likely are comprised of any combination of asset-based and other fees.
Certifications and Registrations
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Rudney Associates Brokerage Details
$686,453,026
2
902
$761,034
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Answer a few questions to get a personalized match.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 27 years of experience.
Rudney Associates, Inc
Gillett Financial
Disclosures
Eric Rudney has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Rudney Associates
Alamo, CA
The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.
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