RUDNEY ASSOCIATES

1499 Danville Blvd, Suite 250
Alamo, California 94507
Tel: 925-838-0696

About RUDNEY ASSOCIATES

RUDNEY ASSOCIATES, formally registered with the SEC as RUDNEY ASSOCIATES. The firm was established in 03/08/2001. They have over 1 offices throughout the country.

RUDNEY ASSOCIATES is a Alamo, California based Financial Planning firm with nearly $751,141,322 assets under management, offering retirement planning & investment advisory services to 1002 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110235
SEC#	801-60080
Assets Managed by Firm	$751,141,322
No. of Clients	1002
No. of Advisors	2

Fee Structure

A percentage of AUM
Other (RETIREMENT PLAN CONSULTING -PERCENTAGE OF PLAN ASSETS)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1002	$751,141,322
Individuals (other than high net worth individuals)	163	$70,465,785
High net worth individuals	244	$529,563,904
Pension and profit sharing plans	15	$36,002,853
Charitable organizations	4	$101,327,514
Corporations or other businesses	Fewer than 5 clients	$13,781,266

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