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Rudney, Eric Allan 1 A (San Ramon)


Rudney, Eric Allan 1 A is a large advisory firm based in San Ramon. It manages $232.38 million of regulatory assets for 551 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Rudney, Eric Allan 1 A provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Rudney, Eric Allan 1 A: assets under management

The assets under management (AUM) of Rudney, Eric Allan 1 A is $232.38 million. The firm's AUM has grown by 54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $221.04 million in discretionary accounts and $11.34 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $405.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.89 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rudney, Eric Allan 1 A for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Ramon

The principal office where Rudney, Eric Allan 1 A performs its advisory services is located at 111 Deerwood Road, Suite 130, San Ramon, CA 94583, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-838-0696 or by fax 925-838-9574. The normal business hours are 8:00-5:00 on Monday - Friday. You can find more information about the New York firm at rudneyassociates.com.


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