Luedtke & Associates

Overview

Luedtke & Associates is an independent registered investment adviser organized as a limited liability company and controlled by an individual owner. The firm serves both individual and family clients as well as institutional accounts, offering a mix of investment management and financial planning. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of sub-advisers. Luedtke & Associates also operates as an insurance broker, which it integrates into client solutions where appropriate. Investment activity is centered on pooled public vehicles—primarily mutual funds—and the firm acts as a capital allocator to third-party managers for alternative exposures. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges and fixed fees. The firm is not identified as an active ESG investor and is not structured as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices