National Retirement Planning Experts

National Coverage
Local Professionals

RUNDE & CO. LLC

1420 5th Avenue
Suite 2200
Seattle, Washington 98101
Tel: 206-323-2255

Need a Financial Advisor?
Compare Vetted Advisors

About RUNDE & CO. LLC

RUNDE & CO LLC, formally registered with the SEC as RUNDE & CO LLC. The firm was established in 11/20/2013. They have over 1 offices throughout the country.

RUNDE & CO. LLC is a Seattle, Washington based Financial Planning firm with nearly $184,000,000 assets under management, offering retirement planning & investment advisory services to 142 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106383
SEC#801-78804
Assets Managed by Firm$184,000,000
No. of Clients142
No. of Advisors3

Fee Structure

  • A percentage of AUM

Advisory Services Provided

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

Firm Client Information

No. of ClientsAUM
Firm Total142$184,000,000
High net worth individuals43$151,394,000
Pension and profit sharing plans2$7,633,000
Charitable organizations2$1,633,000
Other investment advisers1$23,340,000

More Retirement Planning firms in Seattle, Washington:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Seattle, Washington