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.
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 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.
Douglas Macgilvray Loudon has been acting as President since 1 Jan 2003. Emily Sands joined the executive team most recently as the Principal.
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.
You can reach the main office by calling the phone number 603-298-7370 or by fax 603-298-7375. The normal business hours are 9am-4pm on Monday - Friday.