Rudney Associates

Rudney Associates (CRD# 110235) is a financial advisory firm headquartered in Alamo, CA. They manage $326,451,250 in 260 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    326
    MILLION
  • Total Number of Accounts
    260
    ACCOUNTS
  • Average Account Value
    $1,255,582
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
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.

CA, TX

Financial Advisors at Rudney Associates
Showing 1 - 1 of 1 top financial advisors.
1
Eric A. Rudney
CRD#: 1221291
1499 Danville Blvd, Suite 250, Alamo, CA 94507
63
Wealthminder
score

Eric Rudney (CRD# 1221291) is an Investment Advisor Representative working at Rudney Associates in Alamo, CA and has over 32 years of experience in the finance industry.

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