Rudd International, Inc. (Sarasota)

Name: Rudd International, Inc.
Address: 1100 S. Tamiami Trail, Sarasota, FL, 34236
Telephone: 941-706-3449

Rudd International, Inc. is a large advisory firm based in Sarasota. It manages $180 million of regulatory assets for 607 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Florida.

Rudd International provides portfolio management for individuals and small businesses. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Rudd International: assets under management

The assets under management (AUM) of Rudd International, Inc. is $180 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $180 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $296.54 thousand each.

Investments

The firm invests in exchange traded securities the most. They account for 98% of the total AUM. The second-largest asset type is government bonds, which make up 2% of the firm’s portfolio.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Rudd International, Inc. 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.

What kind of clients Rudd International serves?

The firm provides services to individuals, insurance companies, charitable organizations, and high net worth individuals. The largest group of clients of Rudd International is individuals with 574 clients and $124.03 million of assets under management. Among the 6 most similar advisory firms, Rudd International has the 2nd highest percentage of individuals out of all clients.

The amount of regulatory assets under management is $180 million for 607 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Rudd International doesn't advise any private funds.

Careers at Rudd International, Inc.

The company employs 5 people that are either part- or full-time employees. 40 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Lauren Rudd	President / cco	1 Jan 2012	75% - 100%	1730565

Based in Sarasota

The principal office where Rudd International, Inc. performs its advisory services is located at 1100 S. Tamiami Trail, Sarasota, FL 34236, 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 941-706-3449 or by fax 941-706-3459. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at ruddinternational.com.