RUEDI HOLDER & ASSOCIATES, INC.

CHAMPAIGN, Illinois·2 registered advisors·CRD# 150053

SEC# 801-70994217-356-1400

01

Firm Overview

AUM

$270M

Regulatory assets under management

Employees

3

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Compensation

Percentage of AUM

Hourly charges

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at RUEDI HOLDER & ASSOCIATES, INC.

2 registered advisors

Cynthia Ann Ruedi

CHAMPAIGN, Illinois

Rose Marie Ruedi

CHAMPAIGN, Illinois

05

Office Locations

CHAMPAIGN, Illinois

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Data sourced from SEC Form ADV filings. RUEDI HOLDER & ASSOCIATES, INC. (CRD# 150053) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.