AdvisorOS Directory
Claim Profile
SL

Stephen Paul Ludeman

LUDEMAN CAPITAL MANAGEMENT, INC.·BELLINGHAM, Washington
Unclaimed Profile
2115 BARKLEY BVD #101, BELLINGHAM, WA 98226CRD# 719613Firm CRD# 116071
01

About

Stephen Paul Ludeman is a registered financial advisor based in BELLINGHAM, Washington, affiliated with LUDEMAN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LUDEMAN CAPITAL MANAGEMENT, INC.
LUDEMAN CAPITAL MANAGEMENT, INC.
AUM
$39M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LUDEMAN CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other advisory services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITATION FEES
Regulatory
SEC/IARD CRD# 719613
Firm CRD# 116071
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BELLINGHAM?

Browse all registered financial advisors in BELLINGHAM, Washington or claim this profile if it's yours.

Browse BELLINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephen Paul Ludeman offer?
Stephen Paul Ludeman specializes in Financial Planning, Investment Management. Contact their office in BELLINGHAM, Washington for a consultation.
What are Stephen Paul Ludeman's credentials?
Stephen Paul Ludeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Paul Ludeman located?
Stephen Paul Ludeman is based in BELLINGHAM, Washington, working with LUDEMAN CAPITAL MANAGEMENT, INC.. Their office serves clients in the BELLINGHAM metropolitan area and surrounding communities.
How does Stephen Paul Ludeman charge for services?
Stephen Paul Ludeman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LUDEMAN CAPITAL MANAGEMENT, INC.?
LUDEMAN CAPITAL MANAGEMENT, INC. has approximately 6 employees and manages $39M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BELLINGHAM
Meredith Lynn Ross — SATURNA CAPITAL CORPORATIONEthel Beltran Bartolome — SATURNA CAPITAL CORPORATIONPhelps Shaw Mcilvaine — SATURNA CAPITAL CORPORATIONJane Kaiser Carten — SATURNA CAPITAL CORPORATIONMichael K. Morse — SATURNA CAPITAL CORPORATION
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile