Roy Ludwick, financial advisor Boulder CO

Roy Ludwick

CRD Number: 1325901
Current Firm: Boulder Wealth Advisors, LLC

Roy Ludwick (CRD# 1325901) is an Investment Advisor Representative working at Boulder Wealth Advisors, LLC in Boulder, CO and has over 32 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Ludwick & Shirman, LLC Boulder, CO Feb 1997 - Current 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Roy C. Ludwick
Phone Number: 303-444-1161
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    156
    MILLIONS
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $317,592
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States

CA, CO

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