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Benedetto a Falcone

Kayne Anderson Rudnick Investment Management, LLC
24 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingHigh Net Worth
Kayne Anderson Rudnick Investment Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
27,435 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$45.5B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

2000 Avenue of the Stars, Suite 1110, Los Angeles, CA, 90067

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Kayne Anderson Rudnick Investment Management, LLC
October 2023 - Present · 2 yrs 4 mos
Vp Distributors LLC
October 2023 - Present · 2 yrs 4 mos
Vp Distributors LLCBroker
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Vt Distributors LLCBroker
July 2015 - September 2023 · 8 yrs 2 mos
Old Mutual Investment PartnersBroker
June 2012 - December 2013 · 1 yr 6 mos
Invesco Distributors, INC.Broker
June 2010 - October 2010 · 4 mos
Morgan Stanley Distribution, INC.Broker
April 2008 - June 2010 · 2 yrs 2 mos
Fam Distributors, INC.Broker
August 1996 - October 2006 · 10 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.