Runmoney Corporation (San Diego)

Name: Runmoney Corporation
Address: 12520 High Bluff Drive, Suite 340, San Diego, CA, 92130
Telephone: 858-509-9560

Runmoney Corporation is a large advisory firm based in San Diego. It manages $55.18 million of regulatory assets for 402 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.

Runmoney Corporation provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Runmoney Corporation: assets under management

The assets under management (AUM) of Runmoney Corporation is $55.18 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $55.18 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.26 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Runmoney Corporation for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Runmoney Corporation

Leonard Alan Reinhart has been acting as President since 1 Jun 1999. David Lloyd Blisk joined the executive team most recently as the Secretary, Treasurer, Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Lloyd Blisk	Secretary, treasurer, director	1 Jun 1999	Other	2155652
Lawrence John Gaffey	Chief financial officer, director	1 Jun 1999	Other	1213272
Robert Bruce Jorgensen	President, ceo, director	1 Jun 1999	25% - 50%	1200214
James Chandler Kuntz	Shareholder	1 Jun 1999	Other	1038293
Leonard Alan Reinhart	Director	1 Jun 1999	Other	871907

Based in San Diego

The principal office where Runmoney Corporation performs its advisory services is located at 12520 High Bluff Drive, Suite 340, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 858-509-9560 or by fax 858-509-0344. The normal business hours are 6:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at www.runmoney.com.