Elizabeth
Runde

Runde & Co. LLC

CRD#2319412
Investment Advisor
in Seattle, WA

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About this Advisor

Elizabeth Runde is a financial advisor who works in Seattle, Washington with 30 years of industry experience. Runde is an employee of Runde & Co. LLC. They have spent their complete time as a financial advisor at Runde & Co. Llc. Runde has a Series 65 license, designating them as an investment advisor representative, and can work in Washington. Runde & Co. LLC is a registered investment firm that has its headquarters in Seattle, WA. It has $161 million in assets between its 142 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm provides services to two charitable organizations. Of its 142 customer accounts, 90% belong to high-net-worth investors who have more than $1 million in assets available to invest. Runde & Co. LLC has a few services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on which services the firm provides the client. Fee types charged by Runde & Co. LLC typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

30 years

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

1001 4Th Avenue Suite3200
Seattle, WA 98154

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Runde & Co. LLC Brokerage Details

Total Assets Under Management

$160,985,761

WA Average: $3,566,627,242
Total Number of Employees

3

WA Average: 46
Total Number of Accounts

142

WA Average: 1,499
Average Account Size

$1,133,703

WA Average: $2,379,338

Investment Advisory Services

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

Elizabeth Runde Work History

Elizabeth has been registered as a financial advisor for 30 years.*

1992 - Present (32 years)

Runde & Co Inc

*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 Elizabeth Runde 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 Runde & Co. LLC

Kevin Runde
Seattle, WA
Elizabeth Runde
Seattle, WA

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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