LOUDON INVESTMENT MANAGEMENT, LLC

24 Airport Road Ste 307
West Lebanon, New Hampshire 03784
Tel: 603-298-7370

About LOUDON INVESTMENT MANAGEMENT, LLC

LOUDON INVESTMENT MANAGEMENT, LLC, formally registered with the SEC as LOUDON INVESTMENT MANAGEMENT, LLC. The firm was established in 02/03/2003. They have over 1 offices throughout the country.

LOUDON INVESTMENT MANAGEMENT, LLC is a West Lebanon, New Hampshire based Financial Planning firm with nearly $200,462,116 assets under management, offering retirement planning & investment advisory services to 166 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	113641
SEC#	801-61745
Assets Managed by Firm	$200,462,116
No. of Clients	166
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	166	$200,462,116
Individuals (other than high net worth individuals)	36	$12,852,362
High net worth individuals	38	$182,120,228
Charitable organizations	2	$5,489,526

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PRIME BUCHHOLZ LLC 273 Corporate Drive Suite 250 Portsmouth, NH, 03801	$10,409,452,909	70	129
IMPAX ASSET MANAGEMENT LLC 30 Penhallow Street Suite 400 Portsmouth, NH, 03801	$9,643,533,263	19	113
GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
LAKE STREET ADVISORS 145 Maplewood Avenue, Suite 210 Portsmouth, NH, 03801	$3,108,813,749	1858	45

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