Salomon And Ludwin

Overview

Salomon And Ludwin is an independent, SEC-registered advisory firm organized as an LLC and operating since 2018. The firm focuses on serving individual and family clients through fee-based portfolio management and financial planning, charging a percentage of assets under management. It describes itself as an active ESG investor and provides tailored portfolio management for individuals and small businesses rather than institutional pension consulting or multi-state advisory services. Ownership is domestic and includes individual principals; the firm does not position itself as a capital allocator or as a related adviser to other entities. The firm received recognition from Forbes in consecutive years (named among "America's Top RIA Firms" in 2023 and again in 2024), which signals some external visibility within the independent RIA community.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices