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Salomon AND Ludwin

Headquartered in RICHMOND, VA

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Firm Information

Salomon AND Ludwin is an investment advisor with offices in RICHMOND, VA. They have approximately $1 billion - $10 billion in assets under management and primarily serve high-net-worth individuals and individuals other than high-net-worth. The firm offers financial planning, educational seminars, and portfolio management for individuals.

Salomon AND Ludwin

1401 GASKINS ROAD

RICHMOND, VA 23238

$1.71B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SALOMON AND LUDWIN has a total of 2 branch locations across the country.
location

RICHMOND, VA

location

NEW YORK, NY

Advisors at Salomon AND Ludwin

View All 4 Advisors
Unclaimed
Dalal Maria Salomon

RA

RICHMOND, VA

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Unclaimed
Daniel Buford Ludwin

RA

RICHMOND, VA

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Unclaimed
David Staples

CFP®, RA

RICHMOND, VA

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Unclaimed
Jacob Eric Salomon

CFP®, RA

NEW YORK, NY

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Disclosures

There are no public disclosures for Salomon AND Ludwin.

Frequently Asked Questions (7)

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