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SALOMON AND LUDWIN
1401 Gaskins Road
Richmond, Virginia 23238
Tel: 804-592-4999
About SALOMON AND LUDWIN
SALOMON AND LUDWIN, formally registered with the SEC as SALOMON AND LUDWIN. The firm was established in 02/22/2018. They have over 1 offices throughout the country.
SALOMON AND LUDWIN is a Richmond, Virginia based Financial Planning firm with nearly $1,709,639,369 assets under management, offering retirement planning & investment advisory services to 2214 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292456 |
| SEC# | 801-112494 |
| Assets Managed by Firm | $1,709,639,369 |
| No. of Clients | 2214 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2214 | $1,709,639,369 |
| Individuals (other than high net worth individuals) | 268 | $103,752,938 |
| High net worth individuals | 333 | $1,596,605,987 |
| Other investment advisers | Fewer than 5 clients | $9,280,444 |
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