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William Lussenheide, financial advisor Florence MT

William Lussenheide

CRD Number: 2341918
Current Firm: Lussenheide Capital Management, Inc.

William Lussenheide (CRD# 2341918) is an Investment Advisor Representative working at Lussenheide Capital Management, Inc. in Florence, MT and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Lussenheide Capital Management Inc. Florence, MT Jul 2003 - Current 20
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2003
Contact Info for William G. Lussenheide
,
Phone Number: 951-543-7426
Firm Website: https://www.investmentwarrior.com
Registered State(s):
  • CA
  • MT
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Current Firm Details
Lussenheide Capital Management, Inc.
Firm's CRD Number: 134053
By the Numbers
  • Total Assets Under Management
    27
    MILLIONS
  • Total Number of Accounts
    60
    ACCOUNTS
  • Average Account Value
    $449,852
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Market timing services
Types of Clients
Registered States

CA, MT

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