Grace
Apuy

Kayne Anderson Rudnick Investment Management, LLC

CRD#4875674
Investment Advisor
in Los Angeles, CA

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About this Advisor

Grace Apuy is a financial advisor based in Los Angeles, California, working with Kayne Anderson Rudnick Investment Management, LLC. Grace has previously held positions at Kayne Anderson Rudnick Investment Management, LLC, Vp Distributors Inc, Bny Mellon, Kayne Anderson Rudnick Investment Management LLC, and Vp Distributors LLC. Grace has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Grace is part of Kayne Anderson Rudnick Investment Management, LLC, which operates out of Los Angeles, California. The firm has 17 offices and 115 employees. The firm manages assets totaling $41.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Kayne Anderson Rudnick Investment Management, LLC includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2000 Avenue Of The Stars Suite 1110
Los Angeles, CA 90067

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Kayne Anderson Rudnick Investment Management, LLC Brokerage Details

Total Assets Under Management

$41,186,294,289

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

115

CA Average: 43
Total Number of Accounts

28,081

CA Average: 3,727
Average Account Size

$1,466,696

CA Average: $2,033,427

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

Grace Apuy Work History

2019 - Present (5 years)

Kayne Anderson Rudnick Investment Management LLC

2019 - Present (5 years)

Vp Distributors LLC

2018 - 2019 (1 year)

Bny Mellon

2011 - 2017 (6 years)

Kayne Anderson Rudnick Investment Management, LLC

2011 - 2017 (6 years)

Vp Distributors Inc

Disclosures

Please visit the SEC profile of Grace Apuy 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

Yuyen Chang
Los Angeles, CA
Bridget Costello
Los Angeles, CA
Andrew Grant
Los Angeles, CA
Dallin Garner
Salt Lake City, UT
Benedetto Falcone
Los Angeles, CA
Thomas Pontius
Los Angeles, CA
Kevin O'Regan
Los Angeles, CA
Carina Berlin
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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