1401 Gaskins Road
Richmond, Virginia 23238
Tel: 804-592-4999
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.
SEC Current Status | Approved |
Firm CRD# | 292456 |
SEC# | 801-112494 |
Assets Managed by Firm | $1,223,243,578 |
No. of Clients | 2034 |
No. of Advisors | 11 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 2034 | $1,223,243,578 |
Individuals (other than high net worth individuals) | 1951 | $902,686,291 |
High net worth individuals | 35 | $310,408,298 |
Other investment advisers | 48 | $10,148,989 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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