Ruedi Holder & Associates, Inc. (Champaign)
Ruedi Holder & Associates, Inc. is a large advisory firm based in Champaign. It manages $270.3 million of regulatory assets for 1,153 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Florida, Illinois, Indiana, and Texas.
Ruedi Holder & Associates provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and publication of newsletters. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
Ruedi Holder & Associates: assets under management
The assets under management (AUM) of Ruedi Holder & Associates, Inc. is $270.3 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Ruedi Holder & Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. 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.
Careers at Ruedi Holder & Associates, Inc.
Ruedi Holder & Associates, Inc. is owned by Cynthia Ann Ruedi. Daniel Eugene Holder has been acting as President since 1 Sep 2009. Gery Joseph Sadzewicz joined the executive team most recently as the Chief Compliance Officer.
Direct owners and executive officers
Based in Champaign
The principal office where Ruedi Holder & Associates, Inc. performs its advisory services is located at 3007 Village Office Place, Champaign, IL 61822, 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 217-356-1400 or by fax 217-356-1403. The normal business hours are 8:30-5:00 on Monday - Friday.
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