KINGDOM FINANCIAL
Firm details
- Headquarters
- SOUTH BEND, Indiana
- CRD number
- 328544
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI68.68%
- Individuals31.32%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kingdom Financial is organized as a limited liability company under individual ownership and positions itself as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm charges either a percentage of assets under management or fixed fees and supplements its advisory work with educational seminars and workshops. Kingdom Financial identifies as an active ESG investor. It is not registered as a multi-state adviser, does not act as a capital allocator, and is not listed as a related or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds84%
- US Government Bonds15%
- Cash & Cash Equivalents1%
Contacts
1 of 1Lance Ludwig
Financial PlannerCRD 6500567
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SOUTH BEND, IN
ST JOSEPH
Location
SOUTH BEND, IN
Headquartered in SOUTH BEND, IN, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- ST JOSEPH
- Address
- 61191 US 31 S
- Time zone
- ET (UTC-5)
- Office locations
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