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SALOMON AND LUDWIN

1401 Gaskins Road
Richmond, Virginia 23238
Tel: 804-592-4999

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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 $1,223,243,578 assets under management, offering retirement planning & investment advisory services to 2034 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#292456
SEC# 801-112494
Assets Managed by Firm $1,223,243,578
No. of Clients 2034
No. of Advisors 11

Fee Structure

  • A Percentage of AUM
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Educational Seminars/ Workshops

Firm Client Information

No. of ClientsAUM
Firm Total2034$1,223,243,578
Individuals (other than high net worth individuals)1951$902,686,291
High net worth individuals35$310,408,298
Other investment advisers48$10,148,989
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