Mitchel
Ludtke

Grange Capital, LLC

CRD#6770637
Investment Advisor
in Beaverton, OR

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About this Advisor

Mitchel Ludtke is a financial advisor operating out of Beaverton, Oregon with 1 year of industry experience. Ludtke currently works for Grange Capital, LLC. Their career trajectory has included roles at Fidelity Brokerage Services, LLC, R/West, Home Depot, Concordia University and Grange Capital, LLC. Ludtke has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Oregon, Texas and Washington. Grange Capital, LLC is a financial advisory business operating out of Beaverton, OR. It has $129 million in assets between its 577 accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 577 client accounts, 41% are held by high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules typically depend on which service is provided. Fees charged by Grange Capital, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

6600 Sw 105Th Ave Suite 220
Beaverton, OR 97008

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Grange Capital, LLC Brokerage Details

Total Assets Under Management

$128,831,000

OR Average: $1,120,203,312
Total Number of Employees

7

OR Average: 50
Total Number of Accounts

577

OR Average: 1,309
Average Account Size

$223,277

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Mitchel Ludtke Work History

Mitchel has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Grange Capital, LLC

2017 - 2022 (5 years)

Fidelity Brokerage Services, LLC

2014 - 2017 (3 years)

R/West

2014 - 2014 (< 1 year)

Home Depot

2014 - 2014 (< 1 year)

Concordia University

2010 - 2014 (4 years)

Concordia University

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchel Ludtke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Grange Capital, LLC

Jeffrey Strode
Beaverton, OR
John Graham
Bend, OR
Mitchel Ludtke
Beaverton, OR
Robert Warmkessel
Beaverton, OR
Michael Keeton
Beaverton, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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