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Building 2SALOMON AND LUDWIN

Map pinRICHMOND, VA
Phone804-592-4999
NotebookSEC #801-112494
Total AUM
$1.3B
Employees
12
Clients
461

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1401 GASKINS ROAD
RICHMOND
VA 23238
United States
Operating Hours
8:00-5:00
Monday - Friday
Phone
804-592-4999

ReceiptFinancials

Total AUM
$1.3B
Accounts
1,602
Discretionary
$1.3B
Accounts
1,602
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
196
AUM
$62.9M
HNW Individual Clients
263
AUM
$1.3B
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$23.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACODCFLGALAMDMINCNYORPATNTXVA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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