Douglas M. Loudon (West Lebanon)

Douglas M. Loudon is a large advisory firm based in West Lebanon. It manages $71.58 million of regulatory assets for 63 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of New Hampshire.

Douglas M. Loudon provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Douglas M. Loudon: assets under management

The assets under management (AUM) of Douglas M. Loudon is $71.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 145% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $71.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.14 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Douglas M. Loudon for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Douglas M. Loudon

Douglas Macgilvray Loudon has been acting as President since 1 Jan 2003. Emily Sands joined the executive team most recently as the Principal.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Macgilvray Loudon	President	1 Jan 2003	75% - 100%	312969
Emily Sands	Principal	1 Jul 2005	Other	5030687

Based in West Lebanon

The principal office where Douglas M. Loudon performs its advisory services is located at 24 Airport Road, West Lebanon, NH 03784 The mailing address of the firm is 221 Columbus Jordan Road, Meriden, NH 03770. It doesn’t run an office outside of the United States.