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Building 2LUDWICK & SHIRMAN

Map pinBOULDER, CO
Phone303-444-1161
NotebookSEC #801-63952
Total AUM
$80M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3050 BROADWAY
SUITE 202
BOULDER
CO 80304
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
303-444-1161

ReceiptFinancials

Total AUM
$80M
Accounts
360
Discretionary
$80M
Accounts
360
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CO

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

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