CRD: 134053
Lussenheide Capital Management, INC
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- Custodian
- Guggenheim
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-30-2003
- Office Locations
- 1
Office Locations
About Lussenheide Capital Management, INC
Lussenheide Capital Management Inc. provides investment planning and portfolio advice focused on managing risk and aligning investments with client life goals. The firm emphasizes active management and asset allocation, primarily via public funds. A differentiator for distributors: its real-time performance has been monitored by Timertrac.com since March 2002, and leadership shares educational content through weekly radio archives.
Team overview
Insights
Investment Themes
Investment Vehicles
Services
Owner & Executives
DAVID WILLIAM LIESENFELT
President, VICE PRESIDENT
- CRD
- #4912997
- Ownership
- 50% but less than 75%
WILLIAM GEORGE LUSSENHEIDE
Chief Compliance Officer, President
- CRD
- #2341918
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,399,625 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,399,625 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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