Salomon and Ludwin
Firm details
- Headquarters
- Richmond, Virginia
- CRD number
- 292456
- Registered since
- February 22, 2018
- Website
- salomonludwin.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI93.52%
- Individuals4.7%
- Other Investment Advisers1.78%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Salomon and Ludwin is an independent registered investment adviser (SEC registered in 2018) organized as an LLC that serves individuals and families. The firm charges fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Its stated practice includes an ESG investing orientation. Ownership is listed as a combination of a domestic entity and individuals; the firm is not positioned as a capital allocator. Forbes recognized the firm on its RIA lists in both 2023 and 2024.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities12%
- Cash & Cash Equivalents10%
- State & Local Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 345Active vs passive
$1.5B in ETFs
94%
$1.4B
5%
$89.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 GROWTH ETF (IVW) | BlackRock | Passive | Large Growth | $81.9M | 575,635 | 5.60% |
Location
Richmond, VA
Goochland
Location
Richmond, VA
Headquartered in Richmond, VA, in the South of the United States.
- Region
- South
- County
- Goochland
- Address
- 1401 Gaskins Rd
- Time zone
- ET (UTC-5)
- Office locations
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