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Building 2LUEDTKE & ASSOCIATES

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Phone262-626-4783
NotebookSEC #801-134280
Total AUM
$248.2M
Employees
5
Clients
482

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM -5:00 PM
Monday - Friday
Phone
262-626-4783

ReceiptFinancials

Total AUM
$248.2M
Accounts
1,320
Discretionary
$222.4M
Accounts
1,308
Non-Discretionary
$25.8M
Accounts
12

ContactClients

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Individual Clients
415
AUM
$102.6M
HNW Individual Clients
55
AUM
$119.8M
Pension/Profit Sharing Plan Clients
12
AUM
$25.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLILMIMNNVTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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