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RUNDE & CO. LLC
1420 5th Avenue
Suite 2200
Seattle, Washington 98101
Tel: 206-323-2255
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 Status | Approved |
|---|---|
| Firm CRD# | 106383 |
| SEC# | 801-78804 |
| Assets Managed by Firm | $184,000,000 |
| No. of Clients | 142 |
| No. of Advisors | 3 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 142 | $184,000,000 |
| High net worth individuals | 43 | $151,394,000 |
| Pension and profit sharing plans | 2 | $7,633,000 |
| Charitable organizations | 2 | $1,633,000 |
| Other investment advisers | 1 | $23,340,000 |
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