Ludeman Capital Management, Inc. is an adviser based in Bellingham. It manages $38.66 million of regulatory assets for 394 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Texas, and Washington.
Ludeman Capital Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and market timing services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ludeman Capital Management, Inc. is $38.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -54% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ludeman Capital Management, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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.
Ben Micah Scellick has been acting as President since 1 Sep 2009. Stephen Paul Ludeman joined the executive team most recently as the Chief Compliance Officer And President.
The principal office where Ludeman Capital Management, Inc. performs its advisory services is located at 2115 Barkley Bvd #101, Bellingham, WA 98226, 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 360-738-9600 or by fax 360-738-1144. The normal business hours are 8:30 am to 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.ludemancapital.com.