Ludwick & Shirman

Ludwick & Shirman (CRD# 115069) is a financial advisory firm headquartered in Boulder, CO. They manage $139,734,928 in 386 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    386
    ACCOUNTS
  • Average Account Value
    $362,008
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
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.

CA, CO

Financial Advisors at Ludwick & Shirman
Showing 1 - 2 of 2 top financial advisors.
1
Roy C. Ludwick
CRD#: 1325901
3050 Broadway, Suite 202, Boulder, CO 80304

Roy Ludwick (CRD# 1325901) is an Investment Advisor Representative working at Ludwick & Shirman in Boulder, CO and has over 31 years of experience in the finance industry.

2
Gary R. Shirman
CRD#: 1574194
3050 Broadway Suite 202, Boulder, CO 80304

Gary Shirman (CRD# 1574194) is an Investment Advisor Representative working at Ludwick & Shirman in Boulder, CO and has over 26 years of experience in the finance industry.

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