Samuel
Waltman
Kayne Anderson Rudnick Investment Management, LLC
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About this Advisor
Samuel Waltman is a chartered financial analyst working in Los Angeles, California with 7 years of industry experience. Waltman currently works for Kayne Anderson Rudnick Investment Management, LLC. During their career, Waltman has held roles at J.P. Morgan Securities LLC, Citgroup Global Markets Inc, Citibank.N.A, Kayne Anderson Rudnick Investment Management, LLC and Zions Bank. Waltman holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is approved to operate in Arizona, California, Colorado, Florida, Texas, Utah and Washington. Kayne Anderson Rudnick Investment Management, LLC is a registered investment company that has its headquarters in Los Angeles, CA. The company has offices in 16 locations and a total of 114 advisors. It oversees $34 billion in assets under management across its 26,684 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm serves 36 charities and foundations. Of its 26,684 customer accounts, 56% belong to high-net-worth investors who have more than $1 million in investable assets. Kayne Anderson Rudnick Investment Management, LLC provides a wide array of services, including 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. A financial advisor's fee schedules largely depend on the type of financial services. However, fee types billed by Kayne Anderson Rudnick Investment Management, LLC may include 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
Samuel Waltman Work History
Samuel has been registered as a financial advisor for 7 years.*
Kayne Anderson Rudnick Investment Management, LLC
Zions Bank
Citgroup Global Markets Inc
Citibank.N.A
J.P. Morgan Securities 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 Samuel Waltman 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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