Investment adviser · CRD 150053

RUEDI HOLDER & ASSOCIATES, INC.

Investment adviser filing (IA)

CHAMPAIGN, IL, United States · Form ADV filed Nov 17, 2014

Regulatory AUM
$270M
Form ADV · Item 5.F
Client accounts
1,153
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Nov 17, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Publication of newsletters

Compensation

Percentage of assets · Hourly

Principal office

3007 VILLAGE OFFICE PLACE
CHAMPAIGN, IL, 61822, United States

CRD 150053

Filing source

Form ADV 855242 · Nov 17, 2014 · 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.