Ludeman Capital Management, Inc.

Ludeman Capital Management, Inc. (CRD# 116071) is a financial advisory firm headquartered in Ferndale, WA. They manage $24,126,553 in 262 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    262
    ACCOUNTS
  • Average Account Value
    $92,086
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Ludeman Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jonathan P. Ludeman
CRD#: 4907552
1855 Main Street, Suite 103, Ferndale, WA 98248
96
Wealthminder
score

Jonathan Ludeman (CRD# 4907552) is an Investment Advisor Representative working at Ludeman Capital Management, Inc. in Ferndale, WA and has over 12 years of experience in the finance industry. Jonathan Ludeman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David V. Konsa
CRD#: 818554
2607 Bridgeport Way #2e1, Tacoma, WA 98465
93
Wealthminder
score

David Konsa (CRD# 818554) is an Investment Advisor Representative working at Ludeman Capital Management, Inc. in Tacoma, WA and has over 31 years of experience in the finance industry.

3
Heidi A. Ludeman
CRD#: 5016325
1855 Main Street, Suite 103, Ferndale, WA 98248
93
Wealthminder
score

Heidi Ludeman (CRD# 5016325) is an Investment Advisor Representative working at Ludeman Capital Management, Inc. in Ferndale, WA and has over 9 years of experience in the finance industry.

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