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Douglas Macgilvray Loudon

LOUDON INVESTMENT MANAGEMENT, LLC·WEST LEBANON, New Hampshire
Clean recordLOUDON INVESTMENT MANAGEMENT, LLC
24 AIRPORT ROAD STE 307, WEST LEBANON, NH 03784CRD# 312969Firm CRD# 113641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Douglas Macgilvray Loudon · WEST LEBANON, NH
Registration
CRD #312969 · LOUDON INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Douglas Macgilvray Loudon is a registered financial advisor based in WEST LEBANON, New Hampshire, affiliated with LOUDON INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Fee-Only Advisory
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
LOUDON INVESTMENT MANAGEMENT, LLC
LOUDON INVESTMENT MANAGEMENT, LLC
AUM
$200M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LOUDON INVESTMENT MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Pension consulting
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 312969
Firm CRD# 113641
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Douglas Macgilvray Loudon offer?
Douglas Macgilvray Loudon specializes in Investment Management, Retirement Planning, Fee-Only Advisory. Contact their office in WEST LEBANON, New Hampshire for a consultation.
What are Douglas Macgilvray Loudon's credentials?
Douglas Macgilvray Loudon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Douglas Macgilvray Loudon located?
Douglas Macgilvray Loudon is based in WEST LEBANON, New Hampshire, working with LOUDON INVESTMENT MANAGEMENT, LLC. Their office serves clients in the WEST LEBANON metropolitan area and surrounding communities.
How does Douglas Macgilvray Loudon charge for services?
Douglas Macgilvray Loudon's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LOUDON INVESTMENT MANAGEMENT, LLC?
LOUDON INVESTMENT MANAGEMENT, LLC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LOUDON INVESTMENT MANAGEMENT, LLC

Lynn O'mealia
WEST LEBANON, NH
Emily Loudon Sands
WEST LEBANON, NH
John Joseph Sands
WEST LEBANON, NH

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)LEBANON (25)EXETER (18)PETERBOROUGH (9)HOLLIS (8)NEW LONDON (7)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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