Luthman Financial Management & Investment Company, LLC is an adviser based in Dayton. It manages $11.2 million of regulatory assets for 40 client accounts. It has been registered with the SEC as an adviser since 2004.
Luthman Financial Management & Investment Company provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Luthman Financial Management & Investment Company, LLC is $11.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -57% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Luthman Financial Management & Investment Company, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Richard Michael Luthman has been acting as President since 1 Feb 2003. Theresa Marie Luthman joined the executive team most recently as the Secretary/Treasurer.
The principal office where Luthman Financial Management & Investment Company, LLC performs its advisory services is located at 1230 Welsford, Dayton, OH 45459, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 937-304-9078 or by fax 937-293-6284. The normal business hours are 9 am to 5 pm on Monday - Friday.