Rudd Asset Management

Rudd Asset Management (CRD# 162821) is a financial advisory firm headquartered in Sarasota, FL. They manage $118,616,160 in 484 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $245,075
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Rudd Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Lauren Rudd
CRD#: 1730565
1100 S. Tamiami Trail, Suite 300, Sarasota, FL 34236
93
Wealthminder
score

Lauren Rudd (CRD# 1730565) is an Investment Advisor Representative working at Rudd Asset Management in Sarasota, FL and has over 26 years of experience in the finance industry.

2
Jose Joia
CRD#: 6764170
1100 S. Tamiami Trail, Suite 300, Sarasota, FL 34236
88
Wealthminder
score

Jose Joia (CRD# 6764170) is an Investment Advisor Representative working at Rudd Asset Management in Sarasota, FL and has 1 year of experience in the finance industry.

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