Ludeman Capital Management, Inc. (Bellingham)

Name: Ludeman Capital Management, Inc.
Address: 2115 Barkley Bvd #101, Bellingham, WA, 98226
Telephone: 360-738-9600

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.

Ludeman Capital Management: assets under management

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 firm manages $38.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $98.13 thousand each.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Ludeman Capital Management, Inc.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Stephen Paul Ludeman	Chief compliance officer and president	1 Jan 1997	75% - 100%	719613
Ben Micah Scellick	President	1 Sep 2009	Other	4834074

Based in Bellingham

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.