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Cynthia Ann Ruedi

RUEDI HOLDER & ASSOCIATES, INC.·CHAMPAIGN, Illinois
Unclaimed Profile
3007 VILLAGE OFFICE PLACE, CHAMPAIGN, IL 61822CRD# 5749612Firm CRD# 150053
01

About

Cynthia Ann Ruedi is a registered financial advisor based in CHAMPAIGN, Illinois, affiliated with RUEDI HOLDER & ASSOCIATES, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUEDI HOLDER & ASSOCIATES, INC.
RUEDI HOLDER & ASSOCIATES, INC.
AUM
$270M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at RUEDI HOLDER & ASSOCIATES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5749612
Firm CRD# 150053
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Cynthia Ann Ruedi offer?
Cynthia Ann Ruedi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHAMPAIGN, Illinois for a consultation.
What are Cynthia Ann Ruedi's credentials?
Cynthia Ann Ruedi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Cynthia Ann Ruedi located?
Cynthia Ann Ruedi is based in CHAMPAIGN, Illinois, working with RUEDI HOLDER & ASSOCIATES, INC.. Their office serves clients in the CHAMPAIGN metropolitan area and surrounding communities.
How does Cynthia Ann Ruedi charge for services?
Cynthia Ann Ruedi's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUEDI HOLDER & ASSOCIATES, INC.?
RUEDI HOLDER & ASSOCIATES, INC. has approximately 3 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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