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Building 2LUTHMAN FINANCIAL MANAGEMENT & INVESTMENT COMPANY, LLC

Map pin
Phone937-304-9078
NotebookSEC #801-63428
Total AUM
$11.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
937-304-9078

ReceiptFinancials

Total AUM
$11.2M
Accounts
40
Discretionary
$11.2M
Accounts
40
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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