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William George Lussenheide

Lussenheide Capital Management, Inc.

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About William George Lussenheide

William George Lussenheide is an Investment Advisor Representative for Lussenheide Capital Management, Inc. based in Florence, Montana. William George Lussenheide has been in the industry since 2003 and has a Series 65 license.

Firm Information

William Lussenheide is currently registered with Lussenheide Capital Management, Inc.. Lussenheide Capital Management, Inc. is an investment advisor with 2 investment advisor representatives and $32,525,000 in regulatory assets under management. The firm provides portfolio management for individuals and offers market timing services and publication of periodicals. Lussenheide Capital Management, Inc. manages 60 accounts for individuals.

$32.52M

Assets Under Management

Not reported

Total Clients

2

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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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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percentage of assets

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

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William Lussenheide’s Registration & Firm History

MT

07/05/2022 - Present

Lussenheide Capital Management, Inc. (FLORENCE MT)

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Licenses & Designations

IA

Issued 01/02/2003

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William George Lussenheide.
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