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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
April 2023 - Present · 2 yrs 10 mos
Previous Registrations
Intelligence Driven Advisers, LLC
January 2019 - March 2023 · 4 yrs 2 mos
Labrum Wealth Management, LLC
July 2018 - March 2019 · 8 mos
LPL Financial LLC
November 2015 - July 2018 · 2 yrs 8 mos
LPL Financial LLCBroker
November 2015 - July 2018 · 2 yrs 8 mos
Morgan Stanley
March 2014 - October 2015 · 1 yr 7 mos
Morgan StanleyBroker
March 2014 - October 2015 · 1 yr 7 mos
Lombardi & CO., INC.Broker
September 2003 - May 2005 · 1 yr 8 mos
Lombardi & CO., INC.Broker
June 2002 - September 2002 · 3 mos
Lombardi & CO., INC.Broker
June 2001 - October 2001 · 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.