Ludwick & Shirman
Ludwick & Shirman (CRD# 115069) is a financial advisory firm headquartered in Boulder, CO. They manage $114,044,000 in 395 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management114MILLION
Total Number of Accounts395ACCOUNTS
Average Account Value$288,719
- 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 24 years of experience in the finance industry.