Kayne Anderson Rudnick Investment Management, LLC

Kayne Anderson Rudnick Investment Management, LLC (CRD# 104599) is a financial advisory firm headquartered in Los Angeles, CA. They manage $41,186,294,289 in 28,081 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    41,186
    MILLION
  • Total Number of Accounts
    28,081
    ACCOUNTS
  • Average Account Value
    $1,466,696
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Kayne Anderson Rudnick Investment Management, LLC
Showing 11 - 19 of 19 top financial advisors.
11
Caleb P. Powell
CRD#: 2441720
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Caleb Powell (CRD# 2441720) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

12
Stephen A. Rigali
CRD#: 870258
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Stephen Rigali (CRD# 870258) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 40 years of experience in the finance industry.

13
Samuel R. Waltman
CRD#: 4650562
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Samuel Waltman (CRD# 4650562) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 20 years of experience in the finance industry.

14
Grace L. Apuy
CRD#: 4875674
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Grace Apuy (CRD# 4875674) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

15
Darnel J. Bentz
CRD#: 4221064
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Darnel Bentz (CRD# 4221064) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 19 years of experience in the finance industry.

16
Benedetto A. Falcone
CRD#: 2793008
Princeton, NJ

Benedetto Falcone (CRD# 2793008) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Princeton, NJ and has over 25 years of experience in the finance industry.

17
Rosalie T. Haglund
CRD#: 7625923
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Rosalie Haglund (CRD# 7625923) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 13 years of experience in the finance industry.

18
Michael W. Montgomery
CRD#: 5927010
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Michael Montgomery (CRD# 5927010) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

19
Thomas Pontius
CRD#: 7402885
2000 Avenue Of The Stars, Suite 1110, Los Angeles, CA 90067

Thomas Pontius (CRD# 7402885) is an Investment Advisor Representative working at Kayne Anderson Rudnick Investment Management, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

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