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George Orest Rudawski

Altman Advisors

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About George Orest Rudawski

George Rudawski is a financial advisor currently registered with Altman Advisors in Chicago, Illinois. George has been in the industry since 1999 and holds a Series 3, 7, 52, and 63 license as well as a Series 65 license. He is also a Chartered Financial Analyst. Previously, George worked as a financial advisor at H&R Block Financial Advisors, Inc. in Detroit, Michigan. George specializes in providing financial planning, portfolio management and pension consulting services to high net worth individuals and other individuals. George has a diverse background, having previously worked at Fitch Ratings and Aviva Investors.

Firm Information

George Rudawski is currently registered with Altman Advisors. Altman Advisors is an investment advisory firm headquartered in Chicago, IL. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and wrap fee programs. They manage approximately $372,893,993 in assets for 585 accounts. Altman Advisors primarily serves high-net-worth individuals and individuals other than high-net-worth.
Altman Advisors

233 S WACKER DR.

CHICAGO, IL 60606

$372.89M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Rudawski’s Registration & Firm History

IL

10/12/2022 - Present

Altman Advisors (CHICAGO IL)

MI

05/27/1999 - 09/26/2002

H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)

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Licenses & Designations

IA

Issued 07/07/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/02/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/06/2012

Series 3 - National Commodity Futures Examination

BC

Issued 08/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 05/26/1999

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for George Orest Rudawski.
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