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.

The firm manages $260.34 million in discretionary accounts and $9.96 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $228.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $765.84 thousand.

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. Hourly charges are usually charged for consulting work and special projects. 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

Name	Entity	Date acquired	Ownership	Employer ID
Paul Arthur Ruedi	Ceo	1 Sep 2009	Other	1301608
Daniel Eugene Holder	President	1 Sep 2009	Other	5705684
Rose Marie Ruedi	Executive vice president	1 Sep 2009	Other	5714478
Laura Beth Vollrath	Executive vice president	1 Sep 2009	Other	5714480
Cynthia Ann Ruedi	Owner	1 Sep 2009	25% - 50%	5749612
Gery Joseph Sadzewicz	Chief compliance officer	1 Oct 2009	Other	1090963

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.