Ludwick & Shirman
Ludwick & Shirman (CRD# 115069) is a financial advisory firm headquartered in Boulder, CO. They manage $104,000,000 in 440 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management104MILLION
Total Number of Accounts440ACCOUNTS
Average Account Value$236,364
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Roy Ludwick (CRD# 1325901) is an Investment Advisor Representative working at Ludwick & Shirman in Boulder, CO and has over 28 years of experience in the finance industry.
Gary Shirman (CRD# 1574194) is an Investment Advisor Representative working at Ludwick & Shirman in Boulder, CO and has over 23 years of experience in the finance industry.