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Building 2LOUDON INVESTMENT MANAGEMENT, LLC

Map pinWEST LEBANON, NH
Phone603-298-7370
NotebookSEC #801-61745
Total AUM
$231.8M
Employees
4
Clients
76

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
24 AIRPORT ROAD STE 307
WEST LEBANON
NH 03784
United States
Operating Hours
9AM-4PM
Monday - Friday
Phone
603-298-7370

ReceiptFinancials

Total AUM
$231.8M
Accounts
170
Discretionary
$230.7M
Accounts
166
Non-Discretionary
$1.2M
Accounts
4

ContactClients

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Individual Clients
39
AUM
$202.3M
HNW Individual Clients
36
AUM
$17.3M
Charitable Organization Clients
1
AUM
$12.2M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHNJVT

HandshakeAffiliates

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

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