Top financial advisors in Ferndale, WA
We’ve curated a list of the best financial advisors in Ferndale, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$23,272,853
Number of advisors
3 advisors
| $23,272,853 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ferndale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ferndale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Ludeman Capital Management, Inc.
Ludeman Capital Management, Inc. is a financial advisory firm based in Ferndale, Washington. It currently has approximately $23,272,853 of assets under management and employs about 3 people. Ludeman Capital Management, Inc. uses a fee structure of a percentage of assets under your management, hourly charges, fixed fees and solicitation fees.
$23,272,853 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
SOLICITATION FEES
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small Businesses
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Ferndale, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Ferndale. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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