Investment adviser · CRD 162821
RUDD ASSET MANAGEMENT
Investment adviser filing (IA)
RUDD INTERNATIONAL, INC.
SARASOTA, FL, United States · Form ADV filed Jun 19, 2020
- Regulatory AUM
- $225M Form ADV · Item 5.F
- Client accounts
- 673 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 76 | $128,901,232 | 57.2% |
| Individuals | 235 | $88,539,519 | 39.3% |
| Charities | Fewer than 5 | $6,149,383 | 2.7% |
| Insurance companies | Fewer than 5 | $1,619,783 | 0.7% |
Filing source
Form ADV 1433686 · Jun 19, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 19, 2020. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
1950 RINGLING BLVD, SUITE 401SARASOTA, FL, 34236, United States
CRD 162821
Filing source
Form ADV 1433686 · Jun 19, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.